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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 | $153,859 | $57,352+168.3% | $83,831+83.5% | $64,173+139.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.76% | 11.38%-18.1pp | 850.99%-857.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $7,340 | $2,546+188.3% | $3,631+102.1% | $2,381+208.3% |
| Participant deferral / active EE | $9,095 | $2,993+203.9% | $4,082+122.8% | $3,470+162.1% |
| Admin fee / account holder | $5,428 | $4,046+34.1% | $5,479-0.9% | $4,887+11.1% |