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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 | $168,438 | $57,352+193.7% | $83,830+100.9% | $64,173+162.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.37% | 11.38%-17.8pp | 850.97%-857.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $6,401 | $2,546+151.5% | $3,631+76.3% | $2,381+168.8% |
| Participant deferral / active EE | $5,891 | $2,993+96.8% | $4,082+44.3% | $3,470+69.8% |
| Admin fee / account holder | $3,009 | $4,046-25.6% | $5,479-45.1% | $4,887-38.4% |