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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 | $127,422 | $109,872+16.0% | $98,483+29.4% | $167,536-23.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.34% | 1959.31%-1947.0pp | 1494.38%-1482.0pp | 478.82%-466.5pp |
| Employer contribution / active EE | $1,261 | $3,225-60.9% | $2,961-57.4% | $4,839-73.9% |
| Participant deferral / active EE | $2,319 | $4,673-50.4% | $4,276-45.8% | $6,342-63.4% |
| Admin fee / account holder | $51,780 | $6,757+666.3% | $5,953+769.9% | $12,315+320.5% |