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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 | $133,841 | $61,755+116.7% | $97,161+37.8% | $80,911+65.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 14.34% | -557.90%+572.2pp | 75.36%-61.0pp | 35.63%-21.3pp |
| Employer contribution / active EE | $6,883 | $1,835+275.1% | $2,723+152.8% | $2,756+149.8% |
| Participant deferral / active EE | $6,715 | $3,026+121.9% | $4,265+57.4% | $4,297+56.3% |
| Admin fee / account holder | $3,030 | $5,166-41.3% | $5,647-46.3% | $6,935-56.3% |