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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 | $113,208 | $57,352+97.4% | $83,831+35.0% | $64,173+76.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -3.60% | 11.38%-15.0pp | 850.99%-854.6pp | 7.63%-11.2pp |
| Employer contribution / active EE | $3,373 | $2,546+32.5% | $3,631-7.1% | $2,381+41.7% |
| Participant deferral / active EE | $4,379 | $2,993+46.3% | $4,082+7.3% | $3,470+26.2% |
| Admin fee / account holder | $20,230 | $4,046+400.0% | $5,479+269.2% | $4,887+313.9% |