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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 | $116,430 | $57,352+103.0% | $83,831+38.9% | $64,173+81.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.28% | 11.38%-15.7pp | 850.99%-855.3pp | 7.63%-11.9pp |
| Employer contribution / active EE | $6,255 | $2,546+145.7% | $3,631+72.3% | $2,381+162.7% |
| Participant deferral / active EE | $2,408 | $2,993-19.5% | $4,082-41.0% | $3,470-30.6% |
| Admin fee / account holder | $7,974 | $4,046+97.1% | $5,479+45.5% | $4,887+63.2% |