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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 | $158,491 | $99,652+59.0% | $78,778+101.2% | $147,586+7.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 19.39% | 47.28%-27.9pp | 35.62%-16.2pp | 578.59%-559.2pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $40,536 | $3,664+1006.5% | $2,958+1270.2% | $5,439+645.3% |
| Admin fee / account holder | $1,116 | $7,155-84.4% | $5,134-78.3% | $10,886-89.7% |