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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 | $161,528 | $58,275+177.2% | $81,844+97.4% | $80,935+99.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 14.86% | 41.82%-27.0pp | 778.87%-764.0pp | 35.66%-20.8pp |
| Employer contribution / active EE | $1,956 | $2,346-16.6% | $2,916-32.9% | $2,757-29.1% |
| Participant deferral / active EE | $7,302 | $3,285+122.3% | $4,323+68.9% | $4,299+69.8% |
| Admin fee / account holder | $61,351 | $4,749+1192.0% | $7,355+734.1% | $6,924+786.0% |