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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 | $152,514 | $58,600+160.3% | $83,327+83.0% | $64,173+137.7% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -8.12% | 9.66%-17.8pp | 10.64%-18.8pp | 7.63%-15.8pp |
| Employer contribution / active EE | $15,473 | $2,098+637.4% | $3,379+357.9% | $2,381+549.9% |
| Participant deferral / active EE | $7,511 | $4,656+61.3% | $5,565+35.0% | $3,470+116.5% |
| Admin fee / account holder | $1,083 | $9,282-88.3% | $7,540-85.6% | $4,887-77.8% |