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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 | $218,883 | $115,814+89.0% | $101,275+116.1% | $158,982+37.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.23% | 56.16%-45.9pp | 46.48%-36.2pp | 302.99%-292.8pp |
| Employer contribution / active EE | $45,522 | $4,176+990.2% | $3,660+1143.7% | $4,763+855.8% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,528 | $7,249-78.9% | $5,948-74.3% | $11,252-86.4% |