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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 | $144,608 | $53,128+172.2% | $86,582+67.0% | $70,126+106.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 12.64% | 27.66%-15.0pp | 965.08%-952.4pp | 73.15%-60.5pp |
| Employer contribution / active EE | $8,921 | $2,068+331.4% | $2,839+214.2% | $2,343+280.8% |
| Participant deferral / active EE | $2,465 | $2,695-8.5% | $3,609-31.7% | $3,332-26.0% |
| Admin fee / account holder | $1,995 | $3,584-44.3% | $4,904-59.3% | $4,645-57.1% |