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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 | $237,774 | $94,529+151.5% | $140,019+69.8% | $64,173+270.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.30% | 7.77%-14.1pp | 651.17%-657.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $11,629 | $3,812+205.0% | $5,605+107.5% | $2,381+388.4% |
| Participant deferral / active EE | $14,747 | $5,250+180.9% | $6,927+112.9% | $3,470+325.0% |
| Admin fee / account holder | $3,997 | $6,741-40.7% | $10,705-62.7% | $4,887-18.2% |