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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 | $132,533 | $65,034+103.8% | $90,970+45.7% | $79,856+66.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 12.55% | 30.45%-17.9pp | 134.60%-122.0pp | 31.71%-19.2pp |
| Employer contribution / active EE | $17,042 | $1,247+1266.2% | $2,122+703.2% | $2,471+589.6% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $9,833 | $4,536+116.8% | $5,961+65.0% | $5,306+85.3% |