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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 | $163,867 | $65,034+152.0% | $90,970+80.1% | $79,856+105.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 10.92% | 30.45%-19.5pp | 134.60%-123.7pp | 31.71%-20.8pp |
| Employer contribution / active EE | $15,517 | $1,247+1143.9% | $2,122+631.3% | $2,471+527.9% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $16,377 | $4,536+261.1% | $5,961+174.7% | $5,306+208.6% |