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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 | $137,272 | $78,694+74.4% | $67,652+102.9% | $125,389+9.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 6.91% | 9.46%-2.5pp | 6625.40%-6618.5pp | 282.24%-275.3pp |
| Employer contribution / active EE | $1,860 | $3,044-38.9% | $2,266-17.9% | $4,866-61.8% |
| Participant deferral / active EE | $3,225 | $4,292-24.9% | $3,560-9.4% | $5,352-39.7% |
| Admin fee / account holder | $12,350 | $7,403+66.8% | $4,821+156.2% | $9,541+29.4% |