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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 | $171,586 | $99,652+72.2% | $78,778+117.8% | $147,586+16.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.62% | 47.28%-32.7pp | 35.62%-21.0pp | 578.59%-564.0pp |
| Employer contribution / active EE | $8,764 | $2,796+213.5% | $1,986+341.4% | $4,876+79.7% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,411 | $7,155-24.4% | $5,134+5.4% | $10,886-50.3% |