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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 | $147,127 | $94,529+55.6% | $140,019+5.1% | $64,173+129.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.11% | 7.77%-13.9pp | 651.17%-657.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $5,976 | $3,812+56.7% | $5,605+6.6% | $2,381+151.0% |
| Participant deferral / active EE | $4,004 | $5,250-23.7% | $6,927-42.2% | $3,470+15.4% |
| Admin fee / account holder | $5,712 | $6,741-15.3% | $10,705-46.6% | $4,887+16.9% |