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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 | $225,391 | $93,346+141.5% | $71,796+213.9% | $273,972-17.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.91% | 130.39%-121.5pp | 78.04%-69.1pp | 41.46%-32.5pp |
| Employer contribution / active EE | $14,158 | $2,733+418.0% | $1,924+635.7% | $4,869+190.8% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $16,458 | $6,571+150.5% | $4,815+241.8% | $10,133+62.4% |