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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 | $189,379 | $115,814+63.5% | $101,275+87.0% | $158,982+19.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.78% | 56.16%-45.4pp | 46.48%-35.7pp | 302.99%-292.2pp |
| Employer contribution / active EE | $2,560 | $4,176-38.7% | $3,660-30.1% | $4,763-46.3% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $29,564 | $7,249+307.8% | $5,948+397.0% | $11,252+162.8% |