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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 | $231,980 | $71,873+222.8% | $86,698+167.6% | $68,490+238.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.31% | 3.54%-19.8pp | 35.96%-52.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $8,333 | $2,173+283.4% | $2,837+193.8% | $2,597+220.9% |
| Participant deferral / active EE | $2,431 | $3,779-35.7% | $4,656-47.8% | $4,028-39.6% |
| Admin fee / account holder | $9,076 | $6,110+48.5% | $7,492+21.1% | $5,403+68.0% |