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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 | $140,064 | $77,817+80.0% | $123,553+13.4% | $64,173+118.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -0.63% | 12.49%-13.1pp | 119.21%-119.8pp | 7.63%-8.3pp |
| Employer contribution / active EE | $8,335 | $3,014+176.6% | $4,628+80.1% | $2,381+250.1% |
| Participant deferral / active EE | $9,043 | $5,240+72.6% | $6,426+40.7% | $3,470+160.6% |
| Admin fee / account holder | $114,522 | $5,519+1975.0% | $9,284+1133.5% | $4,887+2243.2% |