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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 | $189,104 | $104,251+81.4% | $91,004+107.8% | $147,586+28.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 16.07% | 27.06%-11.0pp | 4.60%+11.5pp | 578.59%-562.5pp |
| Employer contribution / active EE | $37,500 | $3,116+1103.6% | $2,456+1427.1% | $4,876+669.0% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11,661 | $8,948+30.3% | $5,417+115.2% | $10,886+7.1% |