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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 | $203,230 | $61,390+231.0% | $112,228+81.1% | $75,177+170.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 12.75% | 28.47%-15.7pp | 30.23%-17.5pp | 160.75%-148.0pp |
| Employer contribution / active EE | $14,286 | $2,015+609.1% | $3,432+316.3% | $2,671+434.8% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,800-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,084 | $4,862+4.6% | $7,752-34.4% | $5,651-10.0% |