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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 | $125,673 | $83,337+50.8% | $67,834+85.3% | $273,972-54.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 3.91% | 259.45%-255.5pp | 138.47%-134.6pp | 41.46%-37.5pp |
| Employer contribution / active EE | $12,620 | $3,287+283.9% | $2,403+425.1% | $4,869+159.2% |
| Participant deferral / active EE | $16,025 | $4,088+292.0% | $3,160+407.2% | $5,287+203.1% |
| Admin fee / account holder | $95,050 | $6,752+1307.7% | $4,622+1956.3% | $10,133+838.1% |