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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 | $154,947 | $57,352+170.2% | $83,831+84.8% | $64,173+141.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.13% | 11.38%-16.5pp | 850.99%-856.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $17,996 | $2,546+607.0% | $3,631+395.6% | $2,381+655.9% |
| Participant deferral / active EE | $5,639 | $2,993+88.4% | $4,082+38.1% | $3,470+62.5% |
| Admin fee / account holder | $10,597 | $4,046+161.9% | $5,479+93.4% | $4,887+116.8% |