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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 | $204,010 | $72,404+181.8% | $110,243+85.1% | $64,173+217.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.76% | -6.29%-0.5pp | 314.76%-321.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $5,679 | $2,282+148.9% | $3,827+48.4% | $2,381+138.5% |
| Participant deferral / active EE | $4,429 | $3,469+27.7% | $4,672-5.2% | $3,470+27.6% |
| Admin fee / account holder | $4,087 | $5,664-27.8% | $8,548-52.2% | $4,887-16.4% |