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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 | $139,504 | $68,852+102.6% | $120,524+15.7% | $80,925+72.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.7%+32.3pp |
| Annual return | 11.63% | 23.67%-12.0pp | 107.36%-95.7pp | 35.65%-24.0pp |
| Employer contribution / active EE | $13,816 | $2,063+569.6% | $3,469+298.3% | $2,756+401.3% |
| Participant deferral / active EE | $0 | $3,187-100.0% | $4,994-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,003 | $5,781-48.1% | $9,440-68.2% | $6,940-56.7% |