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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 | $61,815+85.3% | $97,295+17.7% | $80,959+41.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 14.41% | -558.73%+573.1pp | 75.62%-61.2pp | 35.67%-21.3pp |
| Employer contribution / active EE | $7,569 | $1,836+312.2% | $2,723+178.0% | $2,757+174.5% |
| Participant deferral / active EE | $5,084 | $3,027+68.0% | $4,264+19.2% | $4,300+18.2% |
| Admin fee / account holder | $12,999 | $5,166+151.7% | $5,646+130.2% | $6,925+87.7% |