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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 | $140,895 | $69,274+103.4% | $64,097+119.8% | $139,487+1.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.27% | 46.00%-32.7pp | 33.75%-20.5pp | 373.84%-360.6pp |
| Employer contribution / active EE | $5,908 | $3,187+85.4% | $2,750+114.8% | $4,755+24.3% |
| Participant deferral / active EE | $4,697 | $4,685+0.3% | $3,881+21.0% | $6,713-30.0% |
| Admin fee / account holder | $2,097 | $4,247-50.6% | $3,070-31.7% | $11,407-81.6% |