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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 | $203,765 | $57,352+255.3% | $83,831+143.1% | $64,173+217.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.00% | 11.38%-15.4pp | 850.99%-855.0pp | 7.63%-11.6pp |
| Employer contribution / active EE | $9,103 | $2,546+257.6% | $3,631+150.7% | $2,381+282.4% |
| Participant deferral / active EE | $11,967 | $2,993+299.8% | $4,082+193.2% | $3,470+244.9% |
| Admin fee / account holder | $1,229 | $4,046-69.6% | $5,479-77.6% | $4,887-74.9% |