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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 | $81,092 | $57,352+41.4% | $83,831-3.3% | $64,173+26.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.26% | 11.38%-17.6pp | 850.99%-857.3pp | 7.63%-13.9pp |
| Employer contribution / active EE | $10,093 | $2,546+296.5% | $3,631+178.0% | $2,381+323.9% |
| Participant deferral / active EE | $6,064 | $2,993+102.6% | $4,082+48.6% | $3,470+74.8% |
| Admin fee / account holder | $6,839 | $4,046+69.0% | $5,479+24.8% | $4,887+39.9% |