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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 | $208,343 | $91,194+128.5% | $178,486+16.7% | $79,860+160.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.06% | 24.19%-5.1pp | 151.08%-132.0pp | 31.72%-12.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,130 | $3,236+58.5% | $5,202-1.4% | $3,740+37.1% |
| Admin fee / account holder | $19,426 | $6,751+187.7% | $13,985+38.9% | $5,306+266.1% |