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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 | $199,860 | $91,536+118.3% | $130,062+53.7% | $75,177+165.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 17.85% | -631.62%+649.5pp | -137.37%+155.2pp | 160.75%-142.9pp |
| Employer contribution / active EE | $5,762 | $2,845+102.5% | $4,322+33.3% | $2,671+115.7% |
| Participant deferral / active EE | $8,031 | $4,343+84.9% | $5,821+38.0% | $4,126+94.6% |
| Admin fee / account holder | $10,497 | $6,780+54.8% | $10,601-1.0% | $5,651+85.7% |