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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 | $218,717 | $64,706+238.0% | $112,244+94.9% | $68,498+219.3% |
| Participation rate | 100.0% | 67.1%+32.9pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.98% | -11.40%-4.6pp | 27.46%-43.4pp | -7.84%-8.1pp |
| Employer contribution / active EE | $12,987 | $2,746+372.9% | $3,635+257.3% | $2,596+400.2% |
| Participant deferral / active EE | $2,472 | $3,565-30.7% | $4,728-47.7% | $4,027-38.6% |
| Admin fee / account holder | $27,229 | $5,231+420.5% | $6,411+324.7% | $5,403+404.0% |