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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 | $106,023 | $57,352+84.9% | $83,831+26.5% | $64,173+65.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -3.38% | 11.38%-14.8pp | 850.99%-854.4pp | 7.63%-11.0pp |
| Employer contribution / active EE | $7,316 | $2,546+187.4% | $3,631+101.5% | $2,381+207.3% |
| Participant deferral / active EE | $3,015 | $2,993+0.7% | $4,082-26.1% | $3,470-13.1% |
| Admin fee / account holder | $50,874 | $4,046+1157.3% | $5,479+828.6% | $4,887+940.9% |