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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 | $145,773 | $884,045-83.5% | $453,569-67.9% | $167,536-13.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 13.77% | 29.49%-15.7pp | 64.43%-50.7pp | 478.82%-465.0pp |
| Employer contribution / active EE | $1,726 | $5,538-68.8% | $4,072-57.6% | $4,839-64.3% |
| Participant deferral / active EE | $6,387 | $7,898-19.1% | $6,211+2.8% | $6,342+0.7% |
| Admin fee / account holder | $55,105 | $22,063+149.8% | $11,214+391.4% | $12,315+347.5% |