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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 | $170,518 | $72,404+135.5% | $110,243+54.7% | $64,173+165.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.96% | -6.29%+0.3pp | 314.76%-320.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $8,906 | $2,282+290.3% | $3,827+132.7% | $2,381+274.1% |
| Participant deferral / active EE | $2,108 | $3,469-39.2% | $4,672-54.9% | $3,470-39.2% |
| Admin fee / account holder | $2,295 | $5,664-59.5% | $8,548-73.1% | $4,887-53.0% |