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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 | $132,471 | $75,832+74.7% | $147,617-10.3% | $59,633+122.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 2.73% | 0.37%+2.4pp | 61.98%-59.3pp | 2041.45%-2038.7pp |
| Employer contribution / active EE | $16,035 | $3,485+360.1% | $5,564+188.2% | $2,203+628.0% |
| Participant deferral / active EE | $12,757 | $3,131+307.5% | $4,895+160.6% | $3,192+299.7% |
| Admin fee / account holder | $25,702 | $5,986+329.4% | $11,612+121.3% | $4,297+498.1% |