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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 | $178,015 | $100,938+76.4% | $90,461+96.8% | $158,982+12.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.40% | 1727.20%-1718.8pp | 1294.76%-1286.4pp | 302.99%-294.6pp |
| Employer contribution / active EE | $2,370 | $3,691-35.8% | $3,264-27.4% | $4,763-50.2% |
| Participant deferral / active EE | $4,243 | $4,350-2.4% | $3,964+7.0% | $5,983-29.1% |
| Admin fee / account holder | $51,054 | $6,510+684.3% | $5,617+809.0% | $11,252+353.8% |