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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 | $122,323 | $99,079+23.5% | $78,002+56.8% | $273,972-55.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.91% | 217.93%-212.0pp | 425.99%-420.1pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,422 | $3,308-57.0% | $2,470-42.5% | $4,869-70.8% |
| Participant deferral / active EE | $2,213 | $4,306-48.6% | $3,497-36.7% | $5,287-58.1% |
| Admin fee / account holder | $21,663 | $8,954+141.9% | $5,481+295.3% | $10,133+113.8% |