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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 | $85,024+65.9% | $70,544+99.9% | $139,466+1.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 13.37% | 30.39%-17.0pp | 32.79%-19.4pp | 373.66%-360.3pp |
| Employer contribution / active EE | $2,549 | $3,912-34.8% | $2,976-14.3% | $4,754-46.4% |
| Participant deferral / active EE | $21,520 | $5,891+265.3% | $4,568+371.1% | $6,712+220.6% |
| Admin fee / account holder | $201,175 | $8,928+2153.2% | $6,427+3030.2% | $11,409+1663.3% |