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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 | $206,769 | $52,380+294.7% | $98,755+109.4% | $85,856+140.8% |
| Participation rate | 100.0% | 58.0%+42.0pp | 65.7%+34.3pp | 69.3%+30.7pp |
| Annual return | 35.80% | 25.82%+10.0pp | 49.91%-14.1pp | 318.58%-282.8pp |
| Employer contribution / active EE | $8,168 | $1,337+510.7% | $2,067+295.1% | $2,565+218.4% |
| Participant deferral / active EE | $0 | $2,101-100.0% | $3,035-100.0% | $3,952-100.0% |
| Admin fee / account holder | $29,691 | $3,865+668.3% | $4,076+628.4% | $6,261+374.3% |