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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 | $166,169 | $108,695+52.9% | $74,722+122.4% | $152,897+8.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 1.45% | 114.11%-112.7pp | 753.11%-751.7pp | 345.43%-344.0pp |
| Employer contribution / active EE | $3,085 | $1,504+105.1% | $1,084+184.5% | $4,764-35.2% |
| Participant deferral / active EE | $4,391 | $2,712+61.9% | $1,963+123.6% | $5,851-25.0% |
| Admin fee / account holder | $3,893 | $4,906-20.7% | $3,335+16.7% | $11,599-66.4% |