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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 | $143,347 | $57,352+149.9% | $83,831+71.0% | $64,173+123.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.89% | 11.38%-16.3pp | 850.99%-855.9pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,538 | $2,546+39.0% | $3,631-2.6% | $2,381+48.6% |
| Participant deferral / active EE | $5,493 | $2,993+83.5% | $4,082+34.6% | $3,470+58.3% |
| Admin fee / account holder | $6,397 | $4,046+58.1% | $5,479+16.8% | $4,887+30.9% |