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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 | $215,324 | $94,529+127.8% | $140,019+53.8% | $64,173+235.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.17% | 7.77%-12.9pp | 651.17%-656.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $9,720 | $3,812+155.0% | $5,605+73.4% | $2,381+308.3% |
| Participant deferral / active EE | $9,573 | $5,250+82.3% | $6,927+38.2% | $3,470+175.9% |
| Admin fee / account holder | $2,326 | $6,741-65.5% | $10,705-78.3% | $4,887-52.4% |