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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 | $208,602 | $95,975+117.4% | $74,549+179.8% | $135,379+54.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 5.48% | 56.96%-51.5pp | 32.53%-27.1pp | 519.79%-514.3pp |
| Employer contribution / active EE | $9,091 | $2,716+234.7% | $1,961+363.6% | $4,779+90.2% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,069 | $6,522-52.9% | $5,059-39.3% | $10,828-71.7% |