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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 | $230,526 | $72,177+219.4% | $115,038+100.4% | $59,633+286.6% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 4.77% | 12.02%-7.3pp | 26.14%-21.4pp | 2041.45%-2036.7pp |
| Employer contribution / active EE | $15,000 | $2,841+427.9% | $4,608+225.5% | $2,203+581.0% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $13,055 | $4,927+165.0% | $8,175+59.7% | $4,297+203.8% |