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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 | $157,417 | $72,404+117.4% | $110,243+42.8% | $64,173+145.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.29% | -6.29%0pp | 314.76%-321.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $7,778 | $2,282+240.9% | $3,827+103.3% | $2,381+226.7% |
| Participant deferral / active EE | $3,786 | $3,469+9.1% | $4,672-19.0% | $3,470+9.1% |
| Admin fee / account holder | $11,175 | $5,664+97.3% | $8,548+30.7% | $4,887+128.6% |