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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 | $129,193 | $75,935+70.1% | $60,547+113.4% | $125,389+3.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -0.47% | -5.38%+4.9pp | 335.64%-336.1pp | 282.24%-282.7pp |
| Employer contribution / active EE | $10,050 | $3,438+192.3% | $2,419+315.4% | $4,866+106.5% |
| Participant deferral / active EE | $5,542 | $4,506+23.0% | $3,328+66.5% | $5,352+3.6% |
| Admin fee / account holder | $34,444 | $6,768+408.9% | $4,536+659.3% | $9,541+261.0% |