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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 | $171,599 | $61,815+177.6% | $97,295+76.4% | $80,959+112.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 13.67% | -558.73%+572.4pp | 75.62%-61.9pp | 35.67%-22.0pp |
| Employer contribution / active EE | $7,467 | $1,836+306.6% | $2,723+174.3% | $2,757+170.8% |
| Participant deferral / active EE | $7,274 | $3,027+140.3% | $4,264+70.6% | $4,300+69.2% |
| Admin fee / account holder | $18,112 | $5,166+250.6% | $5,646+220.8% | $6,925+161.5% |