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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 | $141,453 | $102,382+38.2% | $147,005-3.8% | $80,874+74.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.98% | 134.89%-119.9pp | 418.76%-403.8pp | 35.62%-20.6pp |
| Employer contribution / active EE | $2,634 | $3,715-29.1% | $4,934-46.6% | $2,756-4.4% |
| Participant deferral / active EE | $3,783 | $6,646-43.1% | $8,070-53.1% | $4,297-12.0% |
| Admin fee / account holder | $13,368 | $7,942+68.3% | $13,006+2.8% | $6,935+92.8% |