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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 | $101,601 | $82,678+22.9% | $125,391-19.0% | $68,490+48.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 3.50% | -5.97%+9.5pp | 572.41%-568.9pp | -7.85%+11.4pp |
| Employer contribution / active EE | $8,574 | $3,382+153.5% | $4,816+78.0% | $2,597+230.2% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,478 | $6,277+19.1% | $10,009-25.3% | $5,403+38.4% |