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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 | $159,757 | $61,787+158.6% | $97,197+64.4% | $80,925+97.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 17.71% | -558.16%+575.9pp | 75.47%-57.8pp | 35.65%-17.9pp |
| Employer contribution / active EE | $6,379 | $1,836+247.4% | $2,723+134.3% | $2,756+131.4% |
| Participant deferral / active EE | $4,299 | $3,027+42.0% | $4,263+0.8% | $4,2990% |
| Admin fee / account holder | $545 | $5,170-89.5% | $5,637-90.3% | $6,940-92.1% |