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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 | $143,827 | $72,404+98.6% | $110,243+30.5% | $64,173+124.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.24% | -6.29%+1.0pp | 314.76%-320.0pp | 7.63%-12.9pp |
| Employer contribution / active EE | $7,467 | $2,282+227.3% | $3,827+95.1% | $2,381+213.6% |
| Participant deferral / active EE | $6,243 | $3,469+80.0% | $4,672+33.6% | $3,470+79.9% |
| Admin fee / account holder | $10,975 | $5,664+93.8% | $8,548+28.4% | $4,887+124.6% |