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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 | $203,184 | $57,352+254.3% | $83,831+142.4% | $64,173+216.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.81% | 11.38%-16.2pp | 850.99%-855.8pp | 7.63%-12.4pp |
| Employer contribution / active EE | $11,756 | $2,546+361.8% | $3,631+223.8% | $2,381+393.8% |
| Participant deferral / active EE | $10,496 | $2,993+250.7% | $4,082+157.1% | $3,470+202.5% |
| Admin fee / account holder | $3,684 | $4,046-8.9% | $5,479-32.8% | $4,887-24.6% |