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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 | $150,248 | $94,529+58.9% | $140,019+7.3% | $64,173+134.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.63% | 7.77%-13.4pp | 651.15%-656.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $14,486 | $3,812+280.0% | $5,605+158.4% | $2,381+508.5% |
| Participant deferral / active EE | $15,420 | $5,250+193.7% | $6,927+122.6% | $3,470+344.4% |
| Admin fee / account holder | $39,464 | $6,741+485.4% | $10,705+268.6% | $4,887+707.5% |