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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 | $172,124 | $99,079+73.7% | $78,002+120.7% | $273,972-37.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.66% | 217.93%-212.3pp | 425.99%-420.3pp | 41.46%-35.8pp |
| Employer contribution / active EE | $2,279 | $3,308-31.1% | $2,470-7.8% | $4,869-53.2% |
| Participant deferral / active EE | $5,973 | $4,306+38.7% | $3,497+70.8% | $5,287+13.0% |
| Admin fee / account holder | $1,137 | $8,954-87.3% | $5,481-79.3% | $10,133-88.8% |