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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 | $135,914 | $57,352+137.0% | $83,830+62.1% | $64,173+111.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 37.29% | 11.38%+25.9pp | 850.97%-813.7pp | 7.63%+29.7pp |
| Employer contribution / active EE | $1,738 | $2,546-31.7% | $3,631-52.1% | $2,381-27.0% |
| Participant deferral / active EE | $3,069 | $2,993+2.5% | $4,082-24.8% | $3,470-11.6% |
| Admin fee / account holder | $71,929 | $4,046+1677.7% | $5,479+1212.9% | $4,887+1371.7% |