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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 | $97,502 | $47,479+105.4% | $62,929+54.9% | $82,448+18.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 14.26% | 20.34%-6.1pp | 1063.93%-1049.7pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,655 | $1,885-12.2% | $2,505-33.9% | $2,551-35.1% |
| Participant deferral / active EE | $1,837 | $2,870-36.0% | $3,888-52.8% | $4,139-55.6% |
| Admin fee / account holder | $9,651 | $3,804+153.7% | $5,065+90.5% | $7,234+33.4% |