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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 | $149,789 | $91,037+64.5% | $71,671+109.0% | $147,586+1.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 14.04% | 20.48%-6.4pp | 20.65%-6.6pp | 578.59%-564.6pp |
| Employer contribution / active EE | $9,356 | $3,327+181.2% | $2,460+280.4% | $4,876+91.9% |
| Participant deferral / active EE | $5,825 | $4,498+29.5% | $3,438+69.4% | $5,439+7.1% |
| Admin fee / account holder | $3,760 | $8,613-56.3% | $5,558-32.4% | $10,886-65.5% |