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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 | $145,529 | $58,099+150.5% | $76,902+89.2% | $75,177+93.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 14.33% | 26.71%-12.4pp | 37.91%-23.6pp | 160.75%-146.4pp |
| Employer contribution / active EE | $14,655 | $1,996+634.4% | $2,534+478.4% | $2,671+448.7% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,751 | $4,778+146.0% | $5,479+114.5% | $5,651+107.9% |