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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 | $173,006 | $105,160+64.5% | $94,679+82.7% | $139,456+24.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.49% | 38.04%-23.6pp | 156.75%-142.3pp | 373.45%-359.0pp |
| Employer contribution / active EE | $2,404 | $4,107-41.5% | $3,673-34.5% | $4,753-49.4% |
| Participant deferral / active EE | $5,626 | $7,599-26.0% | $7,417-24.2% | $6,711-16.2% |
| Admin fee / account holder | $102,279 | $8,988+1038.0% | $7,233+1314.1% | $11,407+796.6% |