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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 | $201,518 | $119,143+69.1% | $88,632+127.4% | $152,909+31.8% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.8%+31.2pp | 82.5%+17.5pp |
| Annual return | 12.43% | 48.12%-35.7pp | 43.75%-31.3pp | 345.46%-333.0pp |
| Employer contribution / active EE | $17,811 | $2,675+565.9% | $2,101+747.9% | $4,764+273.9% |
| Participant deferral / active EE | $0 | $3,555-100.0% | $2,917-100.0% | $5,851-100.0% |
| Admin fee / account holder | $108,941 | $5,875+1754.5% | $4,308+2429.0% | $11,601+839.1% |