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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 | $150,941 | $77,908+93.7% | $149,696+0.8% | $75,173+100.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.98% | 31.73%-14.7pp | 134.46%-117.5pp | 160.72%-143.7pp |
| Employer contribution / active EE | $4,813 | $3,138+53.4% | $4,821-0.2% | $2,671+80.2% |
| Participant deferral / active EE | $4,606 | $3,411+35.0% | $5,682-18.9% | $4,126+11.6% |
| Admin fee / account holder | $40,311 | $5,950+577.5% | $13,212+205.1% | $5,651+613.4% |