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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 | $144,106 | $77,569+85.8% | $115,599+24.7% | $64,097+124.8% |
| Participation rate | 100.0% | 60.7%+39.3pp | 74.3%+25.7pp | 55.2%+44.8pp |
| Annual return | 13.93% | 18.52%-4.6pp | 111.10%-97.2pp | 34.64%-20.7pp |
| Employer contribution / active EE | $14,151 | $1,915+639.1% | $2,955+378.8% | $1,891+648.1% |
| Participant deferral / active EE | $0 | $3,327-100.0% | $4,889-100.0% | $3,080-100.0% |
| Admin fee / account holder | $20,732 | $4,470+363.8% | $12,841+61.5% | $3,454+500.2% |