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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 | $61,816+85.3% | $97,260+17.8% | $80,935+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 | 75.54%-61.1pp | 35.66%-21.2pp |
| Employer contribution / active EE | $7,569 | $1,836+312.2% | $2,721+178.2% | $2,757+174.6% |
| Participant deferral / active EE | $5,084 | $3,027+68.0% | $4,262+19.3% | $4,299+18.2% |
| Admin fee / account holder | $12,999 | $5,166+151.7% | $5,640+130.5% | $6,924+87.7% |