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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 | $197,730 | $57,352+244.8% | $83,831+135.9% | $64,173+208.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.98% | 11.38%-17.4pp | 850.99%-857.0pp | 7.63%-13.6pp |
| Employer contribution / active EE | $13,938 | $2,546+447.6% | $3,631+283.8% | $2,381+485.4% |
| Participant deferral / active EE | $5,055 | $2,993+68.9% | $4,082+23.8% | $3,470+45.7% |
| Admin fee / account holder | $30,562 | $4,046+655.3% | $5,479+457.8% | $4,887+525.3% |