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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 | $179,607 | $81,664+119.9% | $70,476+154.8% | $158,966+13.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.91% | 208.59%-197.7pp | 109.12%-98.2pp | 302.95%-292.0pp |
| Employer contribution / active EE | $9,444 | $3,219+193.4% | $2,738+245.0% | $4,762+98.3% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,592 | $6,197-74.3% | $3,847-58.6% | $11,250-85.8% |