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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 | $61,816+177.6% | $97,260+76.4% | $80,935+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 | 75.54%-61.9pp | 35.66%-22.0pp |
| Employer contribution / active EE | $7,467 | $1,836+306.6% | $2,721+174.4% | $2,757+170.9% |
| Participant deferral / active EE | $7,274 | $3,027+140.3% | $4,262+70.7% | $4,299+69.2% |
| Admin fee / account holder | $18,112 | $5,166+250.6% | $5,640+221.1% | $6,924+161.6% |