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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 | $82,737 | $57,352+44.3% | $83,831-1.3% | $64,173+28.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -3.33% | 11.38%-14.7pp | 850.99%-854.3pp | 7.63%-11.0pp |
| Employer contribution / active EE | $5,352 | $2,546+110.3% | $3,631+47.4% | $2,381+124.8% |
| Participant deferral / active EE | $6,577 | $2,993+119.7% | $4,082+61.1% | $3,470+89.6% |
| Admin fee / account holder | $3,833 | $4,046-5.3% | $5,479-30.0% | $4,887-21.6% |