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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 | $189,707 | $82,674+129.5% | $125,358+51.3% | $68,498+177.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 14.96% | -5.97%+20.9pp | 572.03%-557.1pp | -7.84%+22.8pp |
| Employer contribution / active EE | $37,931 | $3,381+1021.7% | $4,814+687.9% | $2,596+1360.9% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,027-100.0% |
| Admin fee / account holder | $9,340 | $6,276+48.8% | $10,007-6.7% | $5,403+72.9% |