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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 | $134,976 | $94,529+42.8% | $140,019-3.6% | $64,181+110.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.45% | 7.77%-12.2pp | 651.15%-655.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $5,995 | $3,812+57.2% | $5,605+7.0% | $2,381+151.8% |
| Participant deferral / active EE | $14,688 | $5,250+179.8% | $6,927+112.1% | $3,470+323.3% |
| Admin fee / account holder | $15,347 | $6,741+127.7% | $10,705+43.4% | $4,887+214.0% |