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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 | $185,129 | $60,119+207.9% | $90,430+104.7% | $79,858+131.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 24.33% | 71.94%-47.6pp | 1293.73%-1269.4pp | 31.72%-7.4pp |
| Employer contribution / active EE | $1,582 | $2,068-23.5% | $3,262-51.5% | $2,471-36.0% |
| Participant deferral / active EE | $5,820 | $2,938+98.1% | $3,963+46.9% | $3,740+55.6% |
| Admin fee / account holder | $893 | $3,976-77.6% | $5,613-84.1% | $5,306-83.2% |