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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 | $123,395 | $82,630+49.3% | $64,105+92.5% | $125,389-1.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 0.57% | 1489.72%-1489.1pp | 791.24%-790.7pp | 282.24%-281.7pp |
| Employer contribution / active EE | $1,723 | $2,671-35.5% | $1,820-5.3% | $4,866-64.6% |
| Participant deferral / active EE | $4,759 | $3,608+31.9% | $2,822+68.7% | $5,352-11.1% |
| Admin fee / account holder | $4,956 | $6,382-22.3% | $4,499+10.2% | $9,541-48.1% |