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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 | $158,124 | $61,787+155.9% | $97,197+62.7% | $80,925+95.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 10.74% | -558.16%+568.9pp | 75.47%-64.7pp | 35.65%-24.9pp |
| Employer contribution / active EE | $14,754 | $1,836+703.6% | $2,723+441.9% | $2,756+435.3% |
| Participant deferral / active EE | $1,369 | $3,027-54.8% | $4,263-67.9% | $4,299-68.1% |
| Admin fee / account holder | $58,459 | $5,170+1030.8% | $5,637+937.0% | $6,940+742.3% |