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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 | $125,845 | $49,177+155.9% | $79,467+58.4% | $64,173+96.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.44% | -1.16%-3.3pp | 718.30%-722.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $4,901 | $2,076+136.1% | $2,800+75.0% | $2,381+105.9% |
| Participant deferral / active EE | $7,130 | $2,821+152.7% | $3,704+92.5% | $3,470+105.5% |
| Admin fee / account holder | $5,078 | $3,839+32.3% | $5,104-0.5% | $4,887+3.9% |