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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 | $58,258+152.0% | $81,820+79.4% | $80,925+81.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 11.21% | 41.76%-30.6pp | 777.93%-766.7pp | 35.65%-24.4pp |
| Employer contribution / active EE | $5,603 | $2,345+138.9% | $2,915+92.2% | $2,756+103.3% |
| Participant deferral / active EE | $13,478 | $3,284+310.5% | $4,323+211.8% | $4,299+213.5% |
| Admin fee / account holder | $31,395 | $4,976+530.9% | $7,391+324.8% | $6,940+352.4% |