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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 | $114,556 | $61,787+85.4% | $97,197+17.9% | $80,925+41.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 14.41% | -558.16%+572.6pp | 75.47%-61.1pp | 35.65%-21.2pp |
| Employer contribution / active EE | $7,569 | $1,836+312.3% | $2,723+178.0% | $2,756+174.6% |
| Participant deferral / active EE | $5,084 | $3,027+67.9% | $4,263+19.2% | $4,299+18.3% |
| Admin fee / account holder | $12,999 | $5,170+151.5% | $5,637+130.6% | $6,940+87.3% |