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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 | $61,787+177.7% | $97,197+76.5% | $80,925+112.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 13.67% | -558.16%+571.8pp | 75.47%-61.8pp | 35.65%-22.0pp |
| Employer contribution / active EE | $7,467 | $1,836+306.7% | $2,723+174.3% | $2,756+170.9% |
| Participant deferral / active EE | $7,274 | $3,027+140.3% | $4,263+70.6% | $4,299+69.2% |
| Admin fee / account holder | $18,112 | $5,170+250.4% | $5,637+221.3% | $6,940+161.0% |