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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 | $99,933 | $91,525+9.2% | $130,026-23.1% | $75,181+32.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 18.74% | -631.40%+650.1pp | -137.26%+156.0pp | 160.69%-141.9pp |
| Employer contribution / active EE | $6,346 | $2,844+123.1% | $4,321+46.9% | $2,671+137.6% |
| Participant deferral / active EE | $4,968 | $4,342+14.4% | $5,821-14.6% | $4,126+20.4% |
| Admin fee / account holder | $471 | $6,778-93.1% | $10,608-95.6% | $5,650-91.7% |