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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 | $239,732 | $91,537+161.9% | $130,045+84.3% | $75,173+218.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 17.07% | -631.55%+648.6pp | -137.30%+154.4pp | 160.72%-143.7pp |
| Employer contribution / active EE | $8,572 | $2,845+201.3% | $4,321+98.4% | $2,671+220.9% |
| Participant deferral / active EE | $13,623 | $4,343+213.7% | $5,820+134.1% | $4,126+230.2% |
| Admin fee / account holder | $7,721 | $6,780+13.9% | $10,600-27.2% | $5,651+36.6% |