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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 | $164,767 | $93,346+76.5% | $71,796+129.5% | $273,972-39.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 4.43% | 130.39%-126.0pp | 78.04%-73.6pp | 41.46%-37.0pp |
| Employer contribution / active EE | $7,546 | $2,733+176.1% | $1,924+292.1% | $4,869+55.0% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10,621 | $6,571+61.6% | $4,815+120.6% | $10,133+4.8% |