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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 | $129,792 | $78,694+64.9% | $67,652+91.9% | $125,389+3.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 0.15% | 9.46%-9.3pp | 6625.40%-6625.2pp | 282.24%-282.1pp |
| Employer contribution / active EE | $5,442 | $3,044+78.8% | $2,266+140.2% | $4,866+11.8% |
| Participant deferral / active EE | $6,709 | $4,292+56.3% | $3,560+88.5% | $5,352+25.4% |
| Admin fee / account holder | $4,586 | $7,403-38.1% | $4,821-4.9% | $9,541-51.9% |