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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 | $64,578 | $107,030-39.7% | $73,550-12.2% | $147,586-56.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 1.73% | 38.25%-36.5pp | -15.16%+16.9pp | 578.59%-576.9pp |
| Employer contribution / active EE | $7,588 | $1,760+331.0% | $1,219+522.4% | $4,876+55.6% |
| Participant deferral / active EE | $5,064 | $2,458+106.0% | $1,804+180.7% | $5,439-6.9% |
| Admin fee / account holder | $999 | $3,055-67.3% | $2,320-57.0% | $10,886-90.8% |