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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 | $192,806 | $94,529+104.0% | $140,019+37.7% | $64,173+200.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.47% | 7.77%-14.2pp | 651.17%-657.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $4,605 | $3,812+20.8% | $5,605-17.8% | $2,381+93.4% |
| Participant deferral / active EE | $13,108 | $5,250+149.7% | $6,927+89.2% | $3,470+277.8% |
| Admin fee / account holder | $1,509 | $6,741-77.6% | $10,705-85.9% | $4,887-69.1% |