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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 | $233,807 | $98,766+136.7% | $149,730+56.2% | $79,852+192.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.90% | 27.43%-12.5pp | 276.70%-261.8pp | 31.72%-16.8pp |
| Employer contribution / active EE | $1,701 | $3,217-47.1% | $4,645-63.4% | $2,471-31.1% |
| Participant deferral / active EE | $12,385 | $5,681+118.0% | $6,843+81.0% | $3,740+231.1% |
| Admin fee / account holder | $30,309 | $6,052+400.8% | $9,310+225.5% | $5,306+471.2% |