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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 | $73,421+112.5% | $66,439+134.8% | $155,188+0.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 13.51% | 1382.37%-1368.9pp | 757.66%-744.2pp | 148.84%-135.3pp |
| Employer contribution / active EE | $3,896 | $3,039+28.2% | $2,637+47.7% | $4,248-8.3% |
| Participant deferral / active EE | $6,514 | $4,680+39.2% | $3,876+68.1% | $6,531-0.3% |
| Admin fee / account holder | $1,683 | $8,856-81.0% | $6,173-72.7% | $14,480-88.4% |