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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 | $165,902 | $81,643+103.2% | $70,462+135.4% | $158,950+4.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.87% | 208.51%-192.6pp | 109.08%-93.2pp | 302.91%-287.0pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $15,067 | $4,555+230.8% | $3,710+306.1% | $5,983+151.8% |
| Admin fee / account holder | $1,651 | $6,194-73.3% | $3,845-57.1% | $11,248-85.3% |