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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 | $171,413 | $77,419+121.4% | $69,461+146.8% | $152,885+12.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 15.41% | 39.07%-23.7pp | 28.97%-13.6pp | 345.39%-330.0pp |
| Employer contribution / active EE | $10,625 | $3,315+220.5% | $2,779+282.3% | $4,763+123.1% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,604 | $6,207-74.2% | $3,840-58.2% | $11,598-86.2% |