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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 | $51,184+90.5% | $66,439+46.8% | $86,983+12.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 14.26% | 17.07%-2.8pp | 757.66%-743.4pp | 25.83%-11.6pp |
| Employer contribution / active EE | $1,655 | $2,023-18.2% | $2,637-37.2% | $2,584-36.0% |
| Participant deferral / active EE | $1,837 | $2,927-37.3% | $3,876-52.6% | $4,194-56.2% |
| Admin fee / account holder | $9,651 | $4,154+132.3% | $6,173+56.3% | $7,856+22.8% |