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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 | $147,539 | $116,360+26.8% | $65,566+125.0% | $139,466+5.8% |
| Participation rate | 100.0% | 67.8%+32.2pp | 64.9%+35.1pp | 80.3%+19.7pp |
| Annual return | 12.27% | 31.23%-19.0pp | 47.40%-35.1pp | 373.66%-361.4pp |
| Employer contribution / active EE | $15,000 | $2,600+477.0% | $1,692+786.6% | $4,754+215.5% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,832-100.0% | $6,712-100.0% |
| Admin fee / account holder | $19,846 | $6,701+196.2% | $4,114+382.4% | $11,409+74.0% |