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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 | $150,001 | $95,406+57.2% | $185,849-19.3% | $85,847+74.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.06% | 23.59%-10.5pp | 122.10%-109.0pp | 318.61%-305.5pp |
| Employer contribution / active EE | $1,777 | $3,314-46.4% | $5,169-65.6% | $2,565-30.7% |
| Participant deferral / active EE | $3,381 | $3,424-1.2% | $5,569-39.3% | $3,952-14.4% |
| Admin fee / account holder | $26,523 | $7,214+267.7% | $16,244+63.3% | $6,261+323.6% |