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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 | $128,481 | $99,652+28.9% | $78,778+63.1% | $147,585-12.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 12.45% | 47.28%-34.8pp | 35.62%-23.2pp | 578.58%-566.1pp |
| Employer contribution / active EE | $2,460 | $2,796-12.0% | $1,986+23.9% | $4,876-49.6% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,670 | $7,155-62.7% | $5,134-48.0% | $10,886-75.5% |