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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 | $159,882 | $58,241+174.5% | $81,780+95.5% | $80,911+97.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 12.21% | 41.73%-29.5pp | 776.27%-764.1pp | 35.63%-23.4pp |
| Employer contribution / active EE | $2,872 | $2,343+22.6% | $2,914-1.4% | $2,756+4.2% |
| Participant deferral / active EE | $4,787 | $3,283+45.8% | $4,321+10.8% | $4,297+11.4% |
| Admin fee / account holder | $3,771 | $4,973-24.2% | $7,384-48.9% | $6,935-45.6% |