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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 | $235,592 | $99,079+137.8% | $78,002+202.0% | $273,972-14.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 3.44% | 217.93%-214.5pp | 425.99%-422.6pp | 41.46%-38.0pp |
| Employer contribution / active EE | $24,290 | $3,308+634.4% | $2,470+883.3% | $4,869+398.9% |
| Participant deferral / active EE | $18,717 | $4,306+334.6% | $3,497+435.2% | $5,287+254.0% |
| Admin fee / account holder | $2,429 | $8,954-72.9% | $5,481-55.7% | $10,133-76.0% |