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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 | $142,901 | $63,703+124.3% | $93,063+53.6% | $82,448+73.3% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | 18.22% | -775.43%+793.7pp | 34.15%-15.9pp | 41.64%-23.4pp |
| Employer contribution / active EE | $6,976 | $1,729+303.6% | $2,476+181.7% | $2,551+173.5% |
| Participant deferral / active EE | $4,998 | $2,919+71.2% | $3,958+26.3% | $4,139+20.7% |
| Admin fee / account holder | $8,539 | $5,982+42.7% | $6,033+41.5% | $7,234+18.0% |