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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 | $216,805 | $65,364+231.7% | $92,909+133.4% | $72,975+197.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 20.19% | 42.11%-21.9pp | 109.44%-89.3pp | 81.01%-60.8pp |
| Employer contribution / active EE | $13,379 | $2,594+415.7% | $3,653+266.2% | $2,440+448.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,460 | $4,251+28.4% | $5,795-5.8% | $5,124+6.6% |