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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 | $236,197 | $60,128+292.8% | $90,440+161.2% | $79,852+195.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 16.94% | 71.95%-55.0pp | 1294.38%-1277.4pp | 31.72%-14.8pp |
| Employer contribution / active EE | $1,530 | $2,068-26.0% | $3,263-53.1% | $2,471-38.1% |
| Participant deferral / active EE | $5,654 | $2,939+92.4% | $3,964+42.6% | $3,740+51.2% |
| Admin fee / account holder | $3,485 | $3,977-12.4% | $5,615-37.9% | $5,306-34.3% |