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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 | $171,255 | $116,203+47.4% | $93,621+82.9% | $152,909+12.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 13.53% | 35.96%-22.4pp | 32.76%-19.2pp | 345.46%-331.9pp |
| Employer contribution / active EE | $4,905 | $3,219+52.4% | $2,719+80.4% | $4,764+3.0% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $112,619 | $10,751+947.6% | $7,890+1327.4% | $11,601+870.8% |