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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 | $195,381 | $94,529+106.7% | $140,019+39.5% | $64,173+204.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.77% | 7.77%-13.5pp | 651.17%-656.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $27,214 | $3,812+613.8% | $5,605+385.5% | $2,381+1043.0% |
| Participant deferral / active EE | $16,527 | $5,250+214.8% | $6,927+138.6% | $3,470+376.3% |
| Admin fee / account holder | $11,880 | $6,741+76.2% | $10,705+11.0% | $4,887+143.1% |