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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 | $141,049 | $85,060+65.8% | $70,548+99.9% | $139,456+1.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 13.37% | 30.38%-17.0pp | 32.78%-19.4pp | 373.45%-360.1pp |
| Employer contribution / active EE | $2,549 | $3,911-34.8% | $2,975-14.3% | $4,753-46.4% |
| Participant deferral / active EE | $21,520 | $5,890+265.3% | $4,567+371.2% | $6,711+220.6% |
| Admin fee / account holder | $201,175 | $8,925+2154.0% | $6,424+3031.8% | $11,407+1663.6% |