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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 | $92,393 | $46,697+97.9% | $117,529-21.4% | $68,490+34.9% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -6.00% | -14.52%+8.5pp | 29.77%-35.8pp | -7.85%+1.9pp |
| Employer contribution / active EE | $7,518 | $1,506+399.4% | $4,179+79.9% | $2,597+189.5% |
| Participant deferral / active EE | $4,704 | $2,637+78.3% | $4,072+15.5% | $4,028+16.8% |
| Admin fee / account holder | $17,794 | $4,023+342.4% | $5,645+215.2% | $5,403+229.3% |