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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 | $110,731 | $72,404+52.9% | $110,243+0.4% | $64,173+72.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -1.22% | -6.29%+5.1pp | 314.76%-316.0pp | 7.63%-8.9pp |
| Employer contribution / active EE | $7,071 | $2,282+209.9% | $3,827+84.8% | $2,381+197.0% |
| Participant deferral / active EE | $8,205 | $3,469+136.5% | $4,672+75.6% | $3,470+136.5% |
| Admin fee / account holder | $2,253 | $5,664-60.2% | $8,548-73.6% | $4,887-53.9% |