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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 | $107,206 | $57,352+86.9% | $83,830+27.9% | $64,173+67.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -7.04% | 11.38%-18.4pp | 850.97%-858.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $6,403 | $2,546+151.5% | $3,631+76.3% | $2,381+168.9% |
| Participant deferral / active EE | $6,359 | $2,993+112.5% | $4,082+55.8% | $3,470+83.3% |
| Admin fee / account holder | $1,621 | $4,046-59.9% | $5,479-70.4% | $4,887-66.8% |