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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 | $110,635 | $57,352+92.9% | $83,831+32.0% | $64,173+72.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.14% | 11.38%-17.5pp | 850.99%-857.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $5,658 | $2,546+122.3% | $3,631+55.8% | $2,381+137.7% |
| Participant deferral / active EE | $4,928 | $2,993+64.6% | $4,082+20.7% | $3,470+42.0% |
| Admin fee / account holder | $4,244 | $4,046+4.9% | $5,479-22.5% | $4,887-13.2% |