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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 | $181,111 | $82,324+120.0% | $68,803+163.2% | $134,545+34.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 7.97% | -2.17%+10.1pp | -6.37%+14.3pp | 418.37%-410.4pp |
| Employer contribution / active EE | $14,728 | $3,302+346.1% | $2,656+454.6% | $4,742+210.6% |
| Participant deferral / active EE | $15,228 | $4,740+221.3% | $3,942+286.3% | $6,401+137.9% |
| Admin fee / account holder | $18,129 | $6,485+179.6% | $4,936+267.3% | $11,431+58.6% |