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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 | $121,173 | $57,352+111.3% | $83,831+44.5% | $64,173+88.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -3.06% | 11.38%-14.4pp | 850.99%-854.1pp | 7.63%-10.7pp |
| Employer contribution / active EE | $3,115 | $2,546+22.4% | $3,631-14.2% | $2,381+30.8% |
| Participant deferral / active EE | $3,172 | $2,993+6.0% | $4,082-22.3% | $3,470-8.6% |
| Admin fee / account holder | $25,947 | $4,046+541.3% | $5,479+373.6% | $4,887+430.9% |