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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 | $154,871 | $91,536+69.2% | $130,062+19.1% | $75,177+106.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.19% | -631.62%+647.8pp | -137.37%+153.6pp | 160.75%-144.6pp |
| Employer contribution / active EE | $6,756 | $2,845+137.5% | $4,322+56.3% | $2,671+153.0% |
| Participant deferral / active EE | $9,041 | $4,343+108.2% | $5,821+55.3% | $4,126+119.1% |
| Admin fee / account holder | $6,259 | $6,780-7.7% | $10,601-41.0% | $5,651+10.8% |