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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 | $83,589 | $63,346+32.0% | $92,240-9.4% | $70,126+19.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.76% | 530.19%-515.4pp | 176.29%-161.5pp | 73.15%-58.4pp |
| Employer contribution / active EE | $1,412 | $2,471-42.9% | $3,680-61.6% | $2,343-39.7% |
| Participant deferral / active EE | $6,867 | $2,854+140.6% | $3,897+76.2% | $3,332+106.1% |
| Admin fee / account holder | $10,983 | $3,841+186.0% | $5,194+111.5% | $4,645+136.4% |