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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 | $234,337 | $91,536+156.0% | $130,062+80.2% | $75,177+211.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 14.73% | -631.62%+646.3pp | -137.37%+152.1pp | 160.75%-146.0pp |
| Employer contribution / active EE | $6,480 | $2,845+127.8% | $4,322+49.9% | $2,671+142.6% |
| Participant deferral / active EE | $7,492 | $4,343+72.5% | $5,821+28.7% | $4,126+81.6% |
| Admin fee / account holder | $7,438 | $6,780+9.7% | $10,601-29.8% | $5,651+31.6% |