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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 | $110,185 | $91,536+20.4% | $130,062-15.3% | $75,177+46.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.34% | -631.62%+647.0pp | -137.37%+152.7pp | 160.75%-145.4pp |
| Employer contribution / active EE | $1,024 | $2,845-64.0% | $4,322-76.3% | $2,671-61.7% |
| Participant deferral / active EE | $7,731 | $4,343+78.0% | $5,821+32.8% | $4,126+87.3% |
| Admin fee / account holder | $11,177 | $6,780+64.9% | $10,601+5.4% | $5,651+97.8% |