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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 | $173,562 | $100,203+73.2% | $85,240+103.6% | $145,897+19.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.81% | 84.28%-67.5pp | 66.75%-49.9pp | 552.29%-535.5pp |
| Employer contribution / active EE | $3,805 | $3,242+17.4% | $2,735+39.1% | $4,663-18.4% |
| Participant deferral / active EE | $0 | $5,299-100.0% | $4,527-100.0% | $6,689-100.0% |
| Admin fee / account holder | $20,099 | $7,265+176.7% | $6,165+226.0% | $13,390+50.1% |