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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 | $185,828 | $65,566+183.4% | $86,235+115.5% | $75,177+147.2% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 17.70% | 46.07%-28.4pp | 1170.03%-1152.3pp | 160.75%-143.0pp |
| Employer contribution / active EE | $16,994 | $1,553+994.1% | $2,381+613.7% | $2,671+536.2% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,457 | $5,470+109.5% | $6,856+67.1% | $5,651+102.7% |