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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 | $207,218 | $91,536+126.4% | $130,062+59.3% | $75,177+175.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 14.88% | -631.62%+646.5pp | -137.37%+152.2pp | 160.75%-145.9pp |
| Employer contribution / active EE | $8,625 | $2,845+203.2% | $4,322+99.6% | $2,671+222.9% |
| Participant deferral / active EE | $6,553 | $4,343+50.9% | $5,821+12.6% | $4,126+58.8% |
| Admin fee / account holder | $2,632 | $6,780-61.2% | $10,601-75.2% | $5,651-53.4% |