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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 | $93,507 | $61,815+51.3% | $97,295-3.9% | $80,959+15.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 12.71% | -558.73%+571.4pp | 75.62%-62.9pp | 35.67%-23.0pp |
| Employer contribution / active EE | $8,409 | $1,836+357.9% | $2,723+208.8% | $2,757+205.0% |
| Participant deferral / active EE | $2,831 | $3,027-6.5% | $4,264-33.6% | $4,300-34.2% |
| Admin fee / account holder | $22,628 | $5,166+338.0% | $5,646+300.7% | $6,925+226.7% |