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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 | $182,163 | $72,404+151.6% | $110,241+65.2% | $64,181+183.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -3.24% | -6.29%+3.0pp | 314.75%-318.0pp | 7.63%-10.9pp |
| Employer contribution / active EE | $8,753 | $2,282+283.6% | $3,827+128.7% | $2,381+267.6% |
| Participant deferral / active EE | $9,788 | $3,469+182.1% | $4,672+109.5% | $3,470+182.1% |
| Admin fee / account holder | $23,786 | $5,664+319.9% | $8,548+178.3% | $4,887+386.7% |