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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 | $109,774 | $91,537+19.9% | $130,045-15.6% | $75,173+46.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 17.45% | -631.55%+649.0pp | -137.30%+154.8pp | 160.72%-143.3pp |
| Employer contribution / active EE | $7,595 | $2,845+167.0% | $4,321+75.8% | $2,671+184.3% |
| Participant deferral / active EE | $9,757 | $4,343+124.7% | $5,820+67.6% | $4,126+136.5% |
| Admin fee / account holder | $2,467 | $6,780-63.6% | $10,600-76.7% | $5,651-56.3% |