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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 | $239,404 | $87,546+173.5% | $75,784+215.9% | $125,389+90.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.42% | 13.49%-15.9pp | 9.68%-12.1pp | 282.24%-284.7pp |
| Employer contribution / active EE | $8,778 | $3,930+123.4% | $3,323+164.1% | $4,866+80.4% |
| Participant deferral / active EE | $8,714 | $4,230+106.0% | $3,652+138.6% | $5,352+62.8% |
| Admin fee / account holder | $1,837 | $6,503-71.7% | $5,300-65.3% | $9,541-80.7% |