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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 | $147,278 | $91,167+61.5% | $178,498-17.5% | $79,858+84.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.18% | 24.19%-12.0pp | 151.09%-138.9pp | 31.72%-19.5pp |
| Employer contribution / active EE | $8,728 | $3,255+168.1% | $5,011+74.2% | $2,471+253.2% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $19,043 | $6,747+182.2% | $13,985+36.2% | $5,306+258.9% |