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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 | $156,000 | $96,123+62.3% | $77,361+101.7% | $198,609-21.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 13.51% | 2054.81%-2041.3pp | 1011.54%-998.0pp | 202.70%-189.2pp |
| Employer contribution / active EE | $3,896 | $3,791+2.8% | $2,990+30.3% | $5,055-22.9% |
| Participant deferral / active EE | $6,514 | $4,975+30.9% | $3,911+66.6% | $6,977-6.6% |
| Admin fee / account holder | $1,683 | $9,471-82.2% | $5,894-71.4% | $19,030-91.2% |