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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 | $230,974 | $110,379+109.3% | $102,412+125.5% | $145,884+58.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 48.66% | 24.84%+23.8pp | 24.94%+23.7pp | 551.85%-503.2pp |
| Employer contribution / active EE | $6,263 | $4,216+48.5% | $3,870+61.8% | $4,662+34.3% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $15,461 | $9,745+58.7% | $8,388+84.3% | $13,392+15.5% |