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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 | $247,794 | $77,817+218.4% | $123,553+100.6% | $64,173+286.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.33% | 12.49%-15.8pp | 119.21%-122.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $8,202 | $3,014+172.1% | $4,628+77.2% | $2,381+244.5% |
| Participant deferral / active EE | $3,884 | $5,240-25.9% | $6,426-39.6% | $3,470+11.9% |
| Admin fee / account holder | $39,069 | $5,519+607.9% | $9,284+320.8% | $4,887+699.4% |