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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 | $180,260 | $92,219+95.5% | $76,767+134.8% | $135,380+33.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -2.46% | 5.46%-7.9pp | 2.43%-4.9pp | 519.81%-522.3pp |
| Employer contribution / active EE | $11,398 | $3,216+254.4% | $2,485+358.6% | $4,779+138.5% |
| Participant deferral / active EE | $7,876 | $4,508+74.7% | $3,852+104.5% | $5,609+40.4% |
| Admin fee / account holder | $16,614 | $10,749+54.6% | $6,675+148.9% | $10,828+53.4% |