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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 | $131,119 | $94,529+38.7% | $140,019-6.4% | $64,173+104.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -3.88% | 7.77%-11.6pp | 651.15%-655.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $6,075 | $3,812+59.3% | $5,605+8.4% | $2,381+155.2% |
| Participant deferral / active EE | $5,628 | $5,250+7.2% | $6,927-18.7% | $3,470+62.2% |
| Admin fee / account holder | $21,911 | $6,741+225.1% | $10,705+104.7% | $4,887+348.3% |