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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 | $111,646 | $94,529+18.1% | $140,019-20.3% | $64,173+74.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.20% | 7.77%-14.0pp | 651.17%-657.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $6,138 | $3,812+61.0% | $5,605+9.5% | $2,381+157.8% |
| Participant deferral / active EE | $6,310 | $5,250+20.2% | $6,927-8.9% | $3,470+81.9% |
| Admin fee / account holder | $1,157 | $6,741-82.8% | $10,705-89.2% | $4,887-76.3% |