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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 | $112,915+32.5% | $90,965+64.5% | $158,950-5.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 8.50% | 215.75%-207.3pp | 134.57%-126.1pp | 302.91%-294.4pp |
| Employer contribution / active EE | $14,444 | $2,894+399.1% | $2,122+580.6% | $4,762+203.3% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $17,888 | $8,044+122.4% | $5,960+200.2% | $11,248+59.0% |