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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 | $115,218 | $72,071+59.9% | $68,368+68.5% | $137,256-16.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.06% | 353.14%-339.1pp | 292.57%-278.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,471 | $2,788-11.4% | $2,649-6.7% | $4,156-40.5% |
| Participant deferral / active EE | $2,611 | $4,410-40.8% | $4,123-36.7% | $6,407-59.2% |
| Admin fee / account holder | $140,186 | $5,336+2527.4% | $5,150+2622.2% | $12,270+1042.5% |