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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 | $124,599 | $61,787+101.7% | $97,197+28.2% | $80,925+54.0% |
| Participation rate | 96.9% | 63.5%+33.5pp | 72.7%+24.2pp | 67.7%+29.3pp |
| Annual return | 11.68% | -558.16%+569.8pp | 75.47%-63.8pp | 35.65%-24.0pp |
| Employer contribution / active EE | $2,699 | $1,836+47.0% | $2,723-0.9% | $2,756-2.1% |
| Participant deferral / active EE | $7,710 | $3,027+154.7% | $4,263+80.8% | $4,299+79.3% |
| Admin fee / account holder | $20,673 | $5,170+299.9% | $5,637+266.7% | $6,940+197.9% |