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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 | $169,936 | $67,411+152.1% | $91,004+86.7% | $70,126+142.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 17.17% | -40.16%+57.3pp | 4.60%+12.6pp | 73.15%-56.0pp |
| Employer contribution / active EE | $5,939 | $1,786+232.6% | $2,456+141.9% | $2,343+153.5% |
| Participant deferral / active EE | $7,714 | $2,823+173.3% | $3,548+117.5% | $3,332+131.5% |
| Admin fee / account holder | $25,233 | $4,236+495.6% | $5,417+365.8% | $4,645+443.2% |