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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 | $119,562 | $61,789+93.5% | $97,167+23.0% | $80,874+47.8% |
| Participation rate | 90.5% | 63.5%+27.0pp | 72.7%+17.8pp | 67.6%+22.8pp |
| Annual return | 15.67% | -557.90%+573.6pp | 75.27%-59.6pp | 35.62%-19.9pp |
| Employer contribution / active EE | $6,633 | $1,837+261.2% | $2,729+143.1% | $2,756+140.7% |
| Participant deferral / active EE | $18,737 | $3,028+518.7% | $4,264+339.5% | $4,297+336.1% |
| Admin fee / account holder | $11,310 | $5,168+118.8% | $5,650+100.2% | $6,935+63.1% |