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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 | $189,689 | $94,529+100.7% | $140,019+35.5% | $64,173+195.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -3.83% | 7.77%-11.6pp | 651.17%-655.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $6,138 | $3,812+61.0% | $5,605+9.5% | $2,381+157.8% |
| Participant deferral / active EE | $5,677 | $5,250+8.1% | $6,927-18.0% | $3,470+63.6% |
| Admin fee / account holder | $5,629 | $6,741-16.5% | $10,705-47.4% | $4,887+15.2% |