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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 | $162,751 | $105,960+53.6% | $81,726+99.1% | $158,982+2.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 9.71% | 38.19%-28.5pp | 29.49%-19.8pp | 302.99%-293.3pp |
| Employer contribution / active EE | $1,818 | $7,805-76.7% | $4,311-57.8% | $4,763-61.8% |
| Participant deferral / active EE | $0 | $13,011-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,077 | $8,494-4.9% | $5,160+56.5% | $11,252-28.2% |