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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 | $214,839 | $77,817+176.1% | $123,553+73.9% | $64,173+234.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -2.86% | 12.49%-15.3pp | 119.21%-122.1pp | 7.63%-10.5pp |
| Employer contribution / active EE | $10,078 | $3,014+234.4% | $4,628+117.7% | $2,381+323.3% |
| Participant deferral / active EE | $10,790 | $5,240+105.9% | $6,426+67.9% | $3,470+211.0% |
| Admin fee / account holder | $40,924 | $5,519+641.5% | $9,284+340.8% | $4,887+737.3% |