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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 | $122,363 | $75,962+61.1% | $154,111-20.6% | $64,173+90.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 0.60% | 30.32%-29.7pp | 735.18%-734.6pp | 7.63%-7.0pp |
| Employer contribution / active EE | $6,895 | $3,350+105.8% | $5,298+30.2% | $2,381+189.6% |
| Participant deferral / active EE | $3,978 | $3,175+25.3% | $5,081-21.7% | $3,470+14.6% |
| Admin fee / account holder | $13,595 | $5,589+143.3% | $13,411+1.4% | $4,887+178.2% |