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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 | $170,470 | $65,434+160.5% | $98,483+73.1% | $85,847+98.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 12.30% | 21.75%-9.4pp | 1494.38%-1482.1pp | 318.61%-306.3pp |
| Employer contribution / active EE | $1,653 | $2,169-23.8% | $2,961-44.2% | $2,565-35.6% |
| Participant deferral / active EE | $3,181 | $3,168+0.4% | $4,276-25.6% | $3,952-19.5% |
| Admin fee / account holder | $12,768 | $4,595+177.8% | $5,953+114.5% | $6,261+103.9% |