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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 | $183,062 | $73,978+147.5% | $96,515+89.7% | $75,173+143.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 18.28% | 26.72%-8.4pp | 35.73%-17.4pp | 160.72%-142.4pp |
| Employer contribution / active EE | $18,182 | $2,931+520.4% | $3,740+386.2% | $2,671+580.7% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,840 | $5,219+88.5% | $6,735+46.1% | $5,651+74.1% |