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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 | $179,526 | $121,701+47.5% | $104,639+71.6% | $158,982+12.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 10.82% | 465.72%-454.9pp | 340.67%-329.8pp | 302.99%-292.2pp |
| Employer contribution / active EE | $39,375 | $3,165+1143.9% | $2,682+1368.3% | $4,763+726.7% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,038 | $7,778-86.7% | $6,465-84.0% | $11,252-90.8% |