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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 | $215,213 | $91,536+135.1% | $130,062+65.5% | $75,177+186.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 13.61% | -631.62%+645.2pp | -137.37%+151.0pp | 160.75%-147.1pp |
| Employer contribution / active EE | $4,248 | $2,845+49.3% | $4,322-1.7% | $2,671+59.0% |
| Participant deferral / active EE | $7,466 | $4,343+71.9% | $5,821+28.3% | $4,126+80.9% |
| Admin fee / account holder | $4,406 | $6,780-35.0% | $10,601-58.4% | $5,651-22.0% |