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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 | $151,485 | $58,234+160.1% | $81,783+85.2% | $80,874+87.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 12.23% | 41.70%-29.5pp | 775.05%-762.8pp | 35.62%-23.4pp |
| Employer contribution / active EE | $2,439 | $2,341+4.2% | $2,913-16.3% | $2,756-11.5% |
| Participant deferral / active EE | $3,130 | $3,283-4.7% | $4,320-27.6% | $4,297-27.2% |
| Admin fee / account holder | $13,917 | $4,982+179.4% | $7,380+88.6% | $6,935+100.7% |