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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 | $149,616 | $112,935+32.5% | $90,970+64.5% | $158,966-5.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 8.50% | 215.79%-207.3pp | 134.58%-126.1pp | 302.95%-294.4pp |
| Employer contribution / active EE | $14,444 | $2,895+399.0% | $2,122+580.5% | $4,762+203.3% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $17,888 | $8,045+122.3% | $5,960+200.1% | $11,250+59.0% |