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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 | $129,340 | $152,612-15.2% | $125,192+3.3% | $152,897-15.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 23.49% | 54.85%-31.4pp | 43.79%-20.3pp | 345.43%-321.9pp |
| Employer contribution / active EE | $21,855 | $4,947+341.8% | $3,866+465.3% | $4,764+358.8% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,508 | $13,437-88.8% | $9,704-84.5% | $11,599-87.0% |