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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 | $163,678 | $94,529+73.2% | $140,019+16.9% | $64,173+155.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -0.60% | 7.77%-8.4pp | 651.15%-651.8pp | 7.63%-8.2pp |
| Employer contribution / active EE | $10,309 | $3,812+170.4% | $5,605+83.9% | $2,381+333.0% |
| Participant deferral / active EE | $9,902 | $5,250+88.6% | $6,927+43.0% | $3,470+185.4% |
| Admin fee / account holder | $8,177 | $6,741+21.3% | $10,705-23.6% | $4,887+67.3% |