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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 | $102,449 | $59,111+73.3% | $86,451+18.5% | $68,490+49.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.48% | -0.22%-16.3pp | 4398.51%-4415.0pp | -7.85%-8.6pp |
| Employer contribution / active EE | $10,900 | $2,519+332.7% | $3,770+189.1% | $2,597+319.8% |
| Participant deferral / active EE | $9,575 | $5,900+62.3% | $6,953+37.7% | $4,028+137.7% |
| Admin fee / account holder | $3,227 | $5,640-42.8% | $6,734-52.1% | $5,403-40.3% |