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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 | $103,205 | $72,404+42.5% | $110,243-6.4% | $64,173+60.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.56% | -6.29%+0.7pp | 314.76%-320.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $4,477 | $2,282+96.2% | $3,827+17.0% | $2,381+88.0% |
| Participant deferral / active EE | $5,753 | $3,469+65.8% | $4,672+23.1% | $3,470+65.8% |
| Admin fee / account holder | $10,977 | $5,664+93.8% | $8,548+28.4% | $4,887+124.6% |