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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 | $174,891 | $72,404+141.5% | $110,243+58.6% | $64,173+172.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.88% | -6.29%+1.4pp | 314.76%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $6,690 | $2,282+193.2% | $3,827+74.8% | $2,381+181.0% |
| Participant deferral / active EE | $7,593 | $3,469+118.9% | $4,672+62.5% | $3,470+118.8% |
| Admin fee / account holder | $6,819 | $5,664+20.4% | $8,548-20.2% | $4,887+39.5% |