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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 | $212,164 | $91,198+132.6% | $178,503+18.9% | $79,856+165.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.49% | 24.20%-10.7pp | 151.12%-137.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,693 | $3,257-48.0% | $5,011-66.2% | $2,471-31.5% |
| Participant deferral / active EE | $3,139 | $3,237-3.0% | $5,202-39.7% | $3,741-16.1% |
| Admin fee / account holder | $52,438 | $6,748+677.1% | $13,987+274.9% | $5,306+888.2% |