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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 | $206,882 | $49,177+320.7% | $79,467+160.3% | $64,173+222.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.67% | -1.16%-5.5pp | 718.30%-725.0pp | 7.63%-14.3pp |
| Employer contribution / active EE | $9,076 | $2,076+337.1% | $2,800+224.1% | $2,381+281.2% |
| Participant deferral / active EE | $11,698 | $2,821+314.6% | $3,704+215.8% | $3,470+237.1% |
| Admin fee / account holder | $3,499 | $3,839-8.9% | $5,104-31.5% | $4,887-28.4% |