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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 | $172,405 | $63,703+170.6% | $93,063+85.3% | $82,448+109.1% |
| Participation rate | 97.0% | 63.8%+33.1pp | 72.1%+24.9pp | 68.1%+28.9pp |
| Annual return | 16.51% | -775.43%+791.9pp | 34.15%-17.6pp | 41.64%-25.1pp |
| Employer contribution / active EE | $6,909 | $1,729+299.7% | $2,476+179.0% | $2,551+170.9% |
| Participant deferral / active EE | $7,313 | $2,919+150.5% | $3,958+84.8% | $4,139+76.7% |
| Admin fee / account holder | $1,202 | $5,982-79.9% | $6,033-80.1% | $7,234-83.4% |