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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 | $178,129 | $67,411+164.2% | $91,004+95.7% | $70,126+154.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 14.86% | -40.16%+55.0pp | 4.60%+10.3pp | 73.15%-58.3pp |
| Employer contribution / active EE | $11,594 | $1,786+549.2% | $2,456+372.1% | $2,343+394.9% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,356 | $4,236+50.0% | $5,417+17.3% | $4,645+36.8% |