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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 | $185,234 | $64,729+186.2% | $112,263+65.0% | $68,490+170.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 100.52% | -11.40%+111.9pp | 27.49%+73.0pp | -7.85%+108.4pp |
| Employer contribution / active EE | $9,316 | $2,746+239.3% | $3,636+156.2% | $2,597+258.8% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,458 | $5,222-52.9% | $6,410-61.7% | $5,403-54.5% |