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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 | $222,502 | $140,592+58.3% | $123,105+80.7% | $125,389+77.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.07% | 16.80%-18.9pp | 13.22%-15.3pp | 282.24%-284.3pp |
| Employer contribution / active EE | $11,996 | $6,041+98.6% | $5,151+132.9% | $4,866+146.5% |
| Participant deferral / active EE | $7,730 | $6,980+10.7% | $6,229+24.1% | $5,352+44.4% |
| Admin fee / account holder | $2,419 | $11,198-78.4% | $9,014-73.2% | $9,541-74.6% |