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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 | $111,577 | $75,832+47.1% | $147,617-24.4% | $59,633+87.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.56% | 0.37%+0.2pp | 61.98%-61.4pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $3,861 | $3,485+10.8% | $5,564-30.6% | $2,203+75.3% |
| Participant deferral / active EE | $5,198 | $3,131+66.0% | $4,895+6.2% | $3,192+62.9% |
| Admin fee / account holder | $5,333 | $5,986-10.9% | $11,612-54.1% | $4,297+24.1% |