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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 | $166,976 | $60,139+177.6% | $90,461+84.6% | $79,856+109.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.43% | 71.96%-58.5pp | 1294.76%-1281.3pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,527 | $2,069-26.2% | $3,264-53.2% | $2,471-38.2% |
| Participant deferral / active EE | $3,194 | $2,939+8.7% | $3,964-19.4% | $3,741-14.6% |
| Admin fee / account holder | $4,275 | $3,978+7.5% | $5,617-23.9% | $5,306-19.4% |