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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 | $217,282 | $114,013+90.6% | $103,693+109.5% | $155,188+40.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 9.10% | 49.31%-40.2pp | 47.61%-38.5pp | 148.84%-139.7pp |
| Employer contribution / active EE | $13,413 | $3,131+328.3% | $2,920+359.3% | $4,248+215.8% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $35,861 | $8,407+326.6% | $7,858+356.4% | $14,480+147.7% |