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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 | $179,742 | $70,428+155.2% | $96,565+86.1% | $85,854+109.4% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 14.72% | 18.59%-3.9pp | 37.78%-23.1pp | 318.56%-303.8pp |
| Employer contribution / active EE | $16,154 | $1,413+1043.3% | $2,356+585.5% | $2,565+529.8% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,848-100.0% | $3,952-100.0% |
| Admin fee / account holder | $13,193 | $4,997+164.0% | $6,181+113.4% | $6,260+110.7% |