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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 | $91,825 | $57,352+60.1% | $83,831+9.5% | $64,173+43.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.50% | 11.38%-16.9pp | 850.99%-856.5pp | 7.63%-13.1pp |
| Employer contribution / active EE | $15,445 | $2,546+506.8% | $3,631+325.3% | $2,381+548.7% |
| Participant deferral / active EE | $1,414 | $2,993-52.8% | $4,082-65.4% | $3,470-59.3% |
| Admin fee / account holder | $686 | $4,046-83.1% | $5,479-87.5% | $4,887-86.0% |