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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 | $103,880 | $57,352+81.1% | $83,830+23.9% | $64,173+61.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.05% | 11.38%-17.4pp | 850.97%-857.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,218 | $2,546-12.9% | $3,631-38.9% | $2,381-6.8% |
| Participant deferral / active EE | $4,451 | $2,993+48.7% | $4,082+9.0% | $3,470+28.3% |
| Admin fee / account holder | $2,064 | $4,046-49.0% | $5,479-62.3% | $4,887-57.8% |