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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 | $83,438 | $55,449+50.5% | $83,831-0.5% | $56,289+48.2% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 4.32% | -1.38%+5.7pp | 850.99%-846.7pp | -9.96%+14.3pp |
| Employer contribution / active EE | $6,446 | $2,430+165.2% | $3,631+77.5% | $2,111+205.3% |
| Participant deferral / active EE | $10,363 | $2,935+253.0% | $4,082+153.9% | $3,350+209.4% |
| Admin fee / account holder | $4,425 | $656+574.6% | $5,479-19.2% | $521+749.4% |