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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 | $167,569 | $94,529+77.3% | $140,019+19.7% | $64,173+161.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.05% | 7.77%-11.8pp | 651.17%-655.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $11,403 | $3,812+199.1% | $5,605+103.4% | $2,381+378.9% |
| Participant deferral / active EE | $12,905 | $5,250+145.8% | $6,927+86.3% | $3,470+271.9% |
| Admin fee / account holder | $3,335 | $6,741-50.5% | $10,705-68.9% | $4,887-31.8% |