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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 | $181,222 | $87,546+107.0% | $75,784+139.1% | $125,389+44.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.51% | 13.49%-14.0pp | 9.68%-10.2pp | 282.24%-282.7pp |
| Employer contribution / active EE | $19,061 | $3,930+385.0% | $3,323+473.5% | $4,866+291.7% |
| Participant deferral / active EE | $13,272 | $4,230+213.8% | $3,652+263.4% | $5,352+148.0% |
| Admin fee / account holder | $44,901 | $6,503+590.5% | $5,300+747.2% | $9,541+370.6% |