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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 | $235,844 | $78,682+199.7% | $109,188+116.0% | $85,851+174.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 113.48% | 25.09%+88.4pp | 25.76%+87.7pp | 318.63%-205.2pp |
| Employer contribution / active EE | $21,360 | $2,734+681.3% | $3,723+473.7% | $2,565+732.6% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,140 | $5,470-79.2% | $6,755-83.1% | $6,261-81.8% |