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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 | $247,399 | $127,298+94.3% | $109,916+125.1% | $167,553+47.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 7.63% | 22.97%-15.3pp | 29.46%-21.8pp | 478.89%-471.3pp |
| Employer contribution / active EE | $20,000 | $3,325+501.5% | $2,844+603.2% | $4,840+313.3% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,437 | $7,119-79.8% | $6,069-76.3% | $12,316-88.3% |