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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 | $215,664 | $142,430+51.4% | $115,170+87.3% | $152,897+41.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 14.40% | 41.48%-27.1pp | 35.60%-21.2pp | 345.43%-331.0pp |
| Employer contribution / active EE | $11,579 | $4,011+188.7% | $3,179+264.2% | $4,764+143.1% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,874 | $8,464-42.4% | $7,089-31.2% | $11,599-58.0% |