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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 | $105,417 | $72,404+45.6% | $110,243-4.4% | $64,173+64.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.75% | -6.29%+1.5pp | 314.76%-319.5pp | 7.63%-12.4pp |
| Employer contribution / active EE | $6,497 | $2,282+184.7% | $3,827+69.8% | $2,381+172.9% |
| Participant deferral / active EE | $7,026 | $3,469+102.5% | $4,672+50.4% | $3,470+102.5% |
| Admin fee / account holder | $1,449 | $5,664-74.4% | $8,548-83.0% | $4,887-70.3% |