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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 | $107,839 | $91,536+17.8% | $130,062-17.1% | $75,177+43.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 17.44% | -631.62%+649.1pp | -137.37%+154.8pp | 160.75%-143.3pp |
| Employer contribution / active EE | $9,494 | $2,845+233.7% | $4,322+119.7% | $2,671+255.4% |
| Participant deferral / active EE | $4,015 | $4,343-7.6% | $5,821-31.0% | $4,126-2.7% |
| Admin fee / account holder | $2,144 | $6,780-68.4% | $10,601-79.8% | $5,651-62.1% |