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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 | $205,715 | $99,994+105.7% | $146,643+40.3% | $85,847+139.6% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 17.50% | 18.93%-1.4pp | 22.75%-5.3pp | 318.61%-301.1pp |
| Employer contribution / active EE | $30,474 | $2,559+1090.9% | $4,137+636.7% | $2,565+1087.9% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $20,071 | $7,703+160.6% | $10,280+95.2% | $6,261+220.6% |