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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 | $131,173 | $57,352+128.7% | $83,830+56.5% | $64,173+104.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -3.87% | 11.38%-15.3pp | 850.97%-854.8pp | 7.63%-11.5pp |
| Employer contribution / active EE | $15,728 | $2,546+517.9% | $3,631+333.2% | $2,381+560.6% |
| Participant deferral / active EE | $2,606 | $2,993-12.9% | $4,082-36.2% | $3,470-24.9% |
| Admin fee / account holder | $2,302 | $4,046-43.1% | $5,479-58.0% | $4,887-52.9% |