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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 | $45,495 | $156,616-71.0% | $133,346-65.9% | $198,609-77.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 4.62% | 44.25%-39.6pp | 36.85%-32.2pp | 202.70%-198.1pp |
| Employer contribution / active EE | $2,066 | $3,368-38.7% | $2,853-27.6% | $5,055-59.1% |
| Participant deferral / active EE | $3,540 | $4,920-28.0% | $4,332-18.3% | $6,977-49.3% |
| Admin fee / account holder | $189,002 | $17,468+982.0% | $14,264+1225.0% | $19,030+893.2% |