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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 | $158,955 | $95,406+66.6% | $185,849-14.5% | $85,847+85.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.68% | 23.59%-8.9pp | 122.10%-107.4pp | 318.61%-303.9pp |
| Employer contribution / active EE | $6,902 | $3,314+108.3% | $5,169+33.5% | $2,565+169.1% |
| Participant deferral / active EE | $2,171 | $3,424-36.6% | $5,569-61.0% | $3,952-45.1% |
| Admin fee / account holder | $1,200 | $7,214-83.4% | $16,244-92.6% | $6,261-80.8% |