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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 | $102,385+38.2% | $147,080-3.8% | $80,935+74.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.98% | 135.09%-120.1pp | 420.17%-405.2pp | 35.66%-20.7pp |
| Employer contribution / active EE | $2,634 | $3,717-29.1% | $4,933-46.6% | $2,757-4.4% |
| Participant deferral / active EE | $3,783 | $6,651-43.1% | $8,066-53.1% | $4,299-12.0% |
| Admin fee / account holder | $13,368 | $7,951+68.1% | $12,989+2.9% | $6,924+93.1% |