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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 | $190,439 | $81,208+134.5% | $98,920+92.5% | $79,852+138.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 12.02% | 60.99%-49.0pp | 196.47%-184.4pp | 31.72%-19.7pp |
| Employer contribution / active EE | $8,028 | $1,960+309.7% | $2,689+198.5% | $2,471+224.9% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $16,001 | $6,013+166.1% | $6,643+140.9% | $5,306+201.6% |