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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 | $223,713 | $88,778+152.0% | $81,844+173.3% | $145,884+53.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.03% | 1033.03%-1022.0pp | 778.87%-767.8pp | 551.85%-540.8pp |
| Employer contribution / active EE | $2,810 | $3,087-9.0% | $2,916-3.7% | $4,662-39.7% |
| Participant deferral / active EE | $3,216 | $4,648-30.8% | $4,323-25.6% | $6,690-51.9% |
| Admin fee / account holder | $48,388 | $8,430+474.0% | $7,355+557.9% | $13,392+261.3% |