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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 | $146,791 | $58,234+152.1% | $81,783+79.5% | $80,874+81.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 11.21% | 41.70%-30.5pp | 775.05%-763.8pp | 35.62%-24.4pp |
| Employer contribution / active EE | $5,603 | $2,341+139.3% | $2,913+92.4% | $2,756+103.3% |
| Participant deferral / active EE | $13,478 | $3,283+310.6% | $4,320+212.0% | $4,297+213.7% |
| Admin fee / account holder | $31,395 | $4,982+530.2% | $7,380+325.4% | $6,935+352.7% |