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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 | $141,140 | $57,352+146.1% | $83,831+68.4% | $64,173+119.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.99% | 11.38%-17.4pp | 850.99%-857.0pp | 7.63%-13.6pp |
| Employer contribution / active EE | $6,004 | $2,546+135.9% | $3,631+65.4% | $2,381+152.2% |
| Participant deferral / active EE | $8,382 | $2,993+180.0% | $4,082+105.3% | $3,470+141.6% |
| Admin fee / account holder | $5,077 | $4,046+25.5% | $5,479-7.3% | $4,887+3.9% |