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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 | $80,025 | $57,352+39.5% | $83,831-4.5% | $64,173+24.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.75% | 11.38%-17.1pp | 850.99%-856.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $6,162 | $2,546+142.1% | $3,631+69.7% | $2,381+158.8% |
| Participant deferral / active EE | $5,388 | $2,993+80.0% | $4,082+32.0% | $3,470+55.3% |
| Admin fee / account holder | $2,185 | $4,046-46.0% | $5,479-60.1% | $4,887-55.3% |