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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 | $156,380 | $70,430+122.0% | $96,572+61.9% | $85,851+82.2% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 13.86% | 18.58%-4.7pp | 37.79%-23.9pp | 318.63%-304.8pp |
| Employer contribution / active EE | $12,923 | $1,413+814.4% | $2,357+448.2% | $2,565+403.7% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,850-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,469 | $4,996-30.6% | $6,183-43.9% | $6,261-44.6% |