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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 | $238,940 | $81,476+193.3% | $102,383+133.4% | $80,925+195.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 68.44% | 25.59%+42.8pp | 24.94%+43.5pp | 35.65%+32.8pp |
| Employer contribution / active EE | $19,345 | $3,105+523.1% | $3,870+399.8% | $2,756+601.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,823 | $6,717-13.3% | $8,391-30.6% | $6,940-16.1% |