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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 | $64,729+237.9% | $112,263+94.8% | $68,490+219.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.98% | -11.40%-4.6pp | 27.49%-43.5pp | -7.85%-8.1pp |
| Employer contribution / active EE | $12,987 | $2,746+372.9% | $3,636+257.2% | $2,597+400.1% |
| Participant deferral / active EE | $2,472 | $3,566-30.7% | $4,729-47.7% | $4,028-38.6% |
| Admin fee / account holder | $27,229 | $5,222+421.5% | $6,410+324.8% | $5,403+404.0% |