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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 | $247,858 | $57,352+332.2% | $83,831+195.7% | $64,173+286.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -7.99% | 11.38%-19.4pp | 850.99%-859.0pp | 7.63%-15.6pp |
| Employer contribution / active EE | $6,991 | $2,546+174.6% | $3,631+92.5% | $2,381+193.6% |
| Participant deferral / active EE | $7,341 | $2,993+145.3% | $4,082+79.8% | $3,470+111.6% |
| Admin fee / account holder | $1,258 | $4,046-68.9% | $5,479-77.0% | $4,887-74.3% |