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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 | $61,789+51.3% | $97,167-3.8% | $80,874+15.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 12.71% | -557.90%+570.6pp | 75.27%-62.6pp | 35.62%-22.9pp |
| Employer contribution / active EE | $8,409 | $1,837+357.9% | $2,729+208.1% | $2,756+205.2% |
| Participant deferral / active EE | $2,831 | $3,028-6.5% | $4,264-33.6% | $4,297-34.1% |
| Admin fee / account holder | $22,628 | $5,168+337.8% | $5,650+300.5% | $6,935+226.3% |