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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 | $99,739 | $57,352+73.9% | $83,831+19.0% | $64,173+55.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.36% | 11.38%-15.7pp | 850.99%-855.3pp | 7.63%-12.0pp |
| Employer contribution / active EE | $22,329 | $2,546+777.2% | $3,631+514.9% | $2,381+837.9% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,005 | $4,046+23.7% | $5,479-8.6% | $4,887+2.4% |