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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 | $235,359 | $78,682+199.1% | $109,188+115.6% | $85,851+174.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 19.53% | 25.09%-5.6pp | 25.76%-6.2pp | 318.63%-299.1pp |
| Employer contribution / active EE | $15,342 | $2,734+461.2% | $3,723+312.1% | $2,565+498.0% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $958 | $5,470-82.5% | $6,755-85.8% | $6,261-84.7% |