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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 | $150,737 | $51,638+191.9% | $68,368+120.5% | $82,448+82.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 13.98% | 37.53%-23.6pp | 292.57%-278.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,967 | $2,047-3.9% | $2,649-25.7% | $2,551-22.9% |
| Participant deferral / active EE | $3,066 | $2,914+5.2% | $4,123-25.6% | $4,139-25.9% |
| Admin fee / account holder | $22,252 | $4,643+379.2% | $5,150+332.1% | $7,234+207.6% |