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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 | $141,274 | $152,612-7.4% | $125,192+12.8% | $152,897-7.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.81% | 54.85%-34.0pp | 43.79%-23.0pp | 345.43%-324.6pp |
| Employer contribution / active EE | $4,010 | $4,947-18.9% | $3,866+3.7% | $4,764-15.8% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $37,273 | $13,437+177.4% | $9,704+284.1% | $11,599+221.3% |