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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 | $238,639 | $157,296+51.7% | $141,191+69.0% | $152,897+56.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.90% | 64.34%-40.4pp | 71.41%-47.5pp | 345.43%-321.5pp |
| Employer contribution / active EE | $18,500 | $5,262+251.6% | $4,736+290.6% | $4,764+288.4% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,513 | $12,125-87.5% | $10,264-85.3% | $11,599-87.0% |