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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 | $114,191 | $72,404+57.7% | $110,243+3.6% | $64,173+77.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.86% | -6.29%-0.6pp | 314.76%-321.6pp | 7.63%-14.5pp |
| Employer contribution / active EE | $8,531 | $2,282+273.9% | $3,827+122.9% | $2,381+258.3% |
| Participant deferral / active EE | $5,330 | $3,469+53.6% | $4,672+14.1% | $3,470+53.6% |
| Admin fee / account holder | $2,424 | $5,664-57.2% | $8,548-71.6% | $4,887-50.4% |