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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 | $225,524 | $93,117+142.2% | $77,096+192.5% | $134,532+67.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 28.49% | 62.67%-34.2pp | 42.35%-13.9pp | 418.27%-389.8pp |
| Employer contribution / active EE | $31,125 | $3,420+810.0% | $2,814+1005.9% | $4,741+556.5% |
| Participant deferral / active EE | $0 | $5,241-100.0% | $4,429-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,996 | $6,948-71.3% | $5,428-63.2% | $11,429-82.5% |