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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 | $185,172 | $25,979+612.8% | $71,778+158.0% | $68,490+170.4% |
| Participation rate | 100.0% | 54.5%+45.5pp | 62.3%+37.7pp | 67.9%+32.1pp |
| Annual return | 57.34% | -15.10%+72.4pp | 9.15%+48.2pp | -7.85%+65.2pp |
| Employer contribution / active EE | $8,260 | $900+817.3% | $1,704+384.7% | $2,597+218.1% |
| Participant deferral / active EE | $0 | $1,522-100.0% | $2,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,768 | $2,022-12.6% | $3,974-55.5% | $5,403-67.3% |