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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 | $125,093 | $49,177+154.4% | $79,467+57.4% | $64,173+94.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -7.23% | -1.16%-6.1pp | 718.30%-725.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $5,635 | $2,076+171.4% | $2,800+101.2% | $2,381+136.7% |
| Participant deferral / active EE | $3,748 | $2,821+32.9% | $3,704+1.2% | $3,470+8.0% |
| Admin fee / account holder | $5,842 | $3,839+52.2% | $5,104+14.4% | $4,887+19.5% |