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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 | $197,050 | $116,167+69.6% | $64,489+205.6% | $137,256+43.6% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 11.09% | 36.55%-25.5pp | 55.03%-43.9pp | 220.34%-209.2pp |
| Employer contribution / active EE | $8,333 | $2,483+235.7% | $1,523+447.1% | $4,156+100.5% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $2,778-100.0% | $6,407-100.0% |
| Admin fee / account holder | $37,367 | $6,188+503.8% | $4,260+777.2% | $12,270+204.5% |