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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 | $150,585 | $72,404+108.0% | $110,243+36.6% | $64,173+134.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.10% | -6.29%+1.2pp | 314.76%-319.9pp | 7.63%-12.7pp |
| Employer contribution / active EE | $4,232 | $2,282+85.5% | $3,827+10.6% | $2,381+77.7% |
| Participant deferral / active EE | $7,730 | $3,469+122.8% | $4,672+65.4% | $3,470+122.8% |
| Admin fee / account holder | $5,112 | $5,664-9.8% | $8,548-40.2% | $4,887+4.6% |