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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 | $102,567 | $49,177+108.6% | $79,476+29.1% | $64,181+59.8% |
| Participation rate | 98.3% | 65.0%+33.3pp | 73.3%+25.0pp | 69.6%+28.8pp |
| Annual return | -3.61% | -1.16%-2.4pp | 718.21%-721.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $21,731 | $2,076+946.6% | $2,800+676.0% | $2,381+812.8% |
| Participant deferral / active EE | $11,250 | $2,821+298.7% | $3,704+203.7% | $3,470+224.2% |
| Admin fee / account holder | $707 | $3,839-81.6% | $5,113-86.2% | $4,887-85.5% |