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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 | $214,767 | $49,177+336.7% | $79,467+170.3% | $64,173+234.7% |
| Participation rate | 97.9% | 65.0%+32.8pp | 73.3%+24.5pp | 69.6%+28.3pp |
| Annual return | -5.99% | -1.16%-4.8pp | 718.30%-724.3pp | 7.63%-13.6pp |
| Employer contribution / active EE | $25,532 | $2,076+1129.7% | $2,800+811.8% | $2,381+972.4% |
| Participant deferral / active EE | $8,418 | $2,821+198.4% | $3,704+127.3% | $3,470+142.6% |
| Admin fee / account holder | $11,623 | $3,839+202.8% | $5,104+127.7% | $4,887+137.8% |