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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 | $171,238 | $99,652+71.8% | $78,778+117.4% | $147,586+16.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.69% | 47.28%-31.6pp | 35.62%-19.9pp | 578.59%-562.9pp |
| Employer contribution / active EE | $19,366 | $2,796+592.7% | $1,986+875.3% | $4,876+297.1% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,842 | $7,155-60.3% | $5,134-44.6% | $10,886-73.9% |