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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 | $246,872 | $154,193+60.1% | $130,045+89.8% | $139,466+77.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 22.02% | 32.51%-10.5pp | -137.30%+159.3pp | 373.66%-351.6pp |
| Employer contribution / active EE | $23,840 | $5,292+350.5% | $4,321+451.7% | $4,754+401.5% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $14,997 | $13,989+7.2% | $10,600+41.5% | $11,409+31.5% |