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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 | $143,075 | $49,177+190.9% | $79,467+80.0% | $64,173+123.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.02% | -1.16%-4.9pp | 718.30%-724.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $9,302 | $2,076+348.0% | $2,800+232.2% | $2,381+290.7% |
| Participant deferral / active EE | $3,081 | $2,821+9.2% | $3,704-16.8% | $3,470-11.2% |
| Admin fee / account holder | $5,376 | $3,839+40.1% | $5,104+5.3% | $4,887+10.0% |