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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 | $144,473 | $111,878+29.1% | $93,727+54.1% | $145,897-1.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.13% | 204.28%-193.1pp | 133.83%-122.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $1,818 | $3,092-41.2% | $2,421-24.9% | $4,663-61.0% |
| Participant deferral / active EE | $6,044 | $4,920+22.8% | $4,417+36.8% | $6,689-9.6% |
| Admin fee / account holder | $45,218 | $10,256+340.9% | $8,292+445.4% | $13,390+237.7% |