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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 | $122,849 | $85,169+44.2% | $172,755-28.9% | $72,983+68.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.86% | 27.32%-8.5pp | 802.94%-784.1pp | 81.01%-62.2pp |
| Employer contribution / active EE | $2,330 | $3,324-29.9% | $5,144-54.7% | $2,440-4.5% |
| Participant deferral / active EE | $4,977 | $3,260+52.7% | $5,198-4.2% | $3,608+38.0% |
| Admin fee / account holder | $23,384 | $5,880+297.7% | $13,955+67.6% | $5,124+356.4% |