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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 | $226,685 | $57,352+295.2% | $83,831+170.4% | $64,173+253.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.38% | 11.38%-17.8pp | 850.99%-857.4pp | 7.63%-14.0pp |
| Employer contribution / active EE | $745 | $2,546-70.7% | $3,631-79.5% | $2,381-68.7% |
| Participant deferral / active EE | $7,650 | $2,993+155.6% | $4,082+87.4% | $3,470+120.5% |
| Admin fee / account holder | $857 | $4,046-78.8% | $5,479-84.4% | $4,887-82.5% |