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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 | $81,026 | $94,529-14.3% | $140,019-42.1% | $64,173+26.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.66% | 7.77%-12.4pp | 651.15%-655.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $6,478 | $3,812+69.9% | $5,605+15.6% | $2,381+172.1% |
| Participant deferral / active EE | $16,313 | $5,250+210.7% | $6,927+135.5% | $3,470+370.2% |
| Admin fee / account holder | $4,098 | $6,741-39.2% | $10,705-61.7% | $4,887-16.2% |