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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 | $143,525 | $75,962+88.9% | $154,108-6.9% | $64,173+123.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 3.69% | 30.32%-26.6pp | 735.21%-731.5pp | 7.63%-3.9pp |
| Employer contribution / active EE | $1,977 | $3,350-41.0% | $5,298-62.7% | $2,381-16.9% |
| Participant deferral / active EE | $3,694 | $3,175+16.4% | $5,081-27.3% | $3,470+6.5% |
| Admin fee / account holder | $49,961 | $5,589+793.9% | $13,411+272.5% | $4,887+922.2% |