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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 | $121,387 | $61,816+96.4% | $97,260+24.8% | $80,935+50.0% |
| Participation rate | 97.0% | 63.5%+33.5pp | 72.7%+24.3pp | 67.7%+29.3pp |
| Annual return | 18.60% | -558.73%+577.3pp | 75.54%-56.9pp | 35.66%-17.1pp |
| Employer contribution / active EE | $9,017 | $1,836+391.0% | $2,721+231.4% | $2,757+227.1% |
| Participant deferral / active EE | $5,801 | $3,027+91.6% | $4,262+36.1% | $4,299+34.9% |
| Admin fee / account holder | $760 | $5,166-85.3% | $5,640-86.5% | $6,924-89.0% |