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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,398 | $63,342+259.0% | $92,236+146.5% | $70,131+224.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 25.15% | 530.15%-505.0pp | 176.29%-151.1pp | 73.14%-48.0pp |
| Employer contribution / active EE | $19,730 | $2,471+698.4% | $3,679+436.2% | $2,342+742.3% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,746 | $3,840+101.7% | $5,194+49.1% | $4,645+66.7% |