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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 | $190,076 | $46,360+310.0% | $147,617+28.8% | $52,331+263.2% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -0.80% | 1.62%-2.4pp | 61.98%-62.8pp | 4.54%-5.3pp |
| Employer contribution / active EE | $9,838 | $2,126+362.7% | $5,564+76.8% | $1,882+422.8% |
| Participant deferral / active EE | $6,735 | $2,258+198.4% | $4,895+37.6% | $3,022+122.9% |
| Admin fee / account holder | $3,328 | $766+334.6% | $11,612-71.3% | $592+462.6% |