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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 | $106,185 | $67,411+57.5% | $91,004+16.7% | $70,126+51.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 17.25% | -40.16%+57.4pp | 4.60%+12.7pp | 73.15%-55.9pp |
| Employer contribution / active EE | $2,480 | $1,786+38.9% | $2,456+1.0% | $2,343+5.9% |
| Participant deferral / active EE | $8,506 | $2,823+201.4% | $3,548+139.8% | $3,332+155.3% |
| Admin fee / account holder | $26,127 | $4,236+516.8% | $5,417+382.3% | $4,645+462.4% |