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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 | $141,569 | $57,352+146.8% | $83,831+68.9% | $64,173+120.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.37% | 11.38%-16.8pp | 850.99%-856.4pp | 7.63%-13.0pp |
| Employer contribution / active EE | $3,864 | $2,546+51.8% | $3,631+6.4% | $2,381+62.3% |
| Participant deferral / active EE | $8,971 | $2,993+199.7% | $4,082+119.8% | $3,470+158.6% |
| Admin fee / account holder | $991 | $4,046-75.5% | $5,479-81.9% | $4,887-79.7% |