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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 | $119,071 | $57,352+107.6% | $83,831+42.0% | $64,173+85.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.45% | 11.38%-17.8pp | 850.99%-857.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,671 | $2,546+4.9% | $3,631-26.4% | $2,381+12.2% |
| Participant deferral / active EE | $5,800 | $2,993+93.8% | $4,082+42.1% | $3,470+67.2% |
| Admin fee / account holder | $4,868 | $4,046+20.3% | $5,479-11.2% | $4,887-0.4% |