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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 | $226,024 | $71,873+214.5% | $86,698+160.7% | $68,490+230.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.75% | 3.54%-18.3pp | 35.96%-50.7pp | -7.85%-6.9pp |
| Employer contribution / active EE | $9,040 | $2,173+315.9% | $2,837+218.7% | $2,597+248.1% |
| Participant deferral / active EE | $4,305 | $3,779+13.9% | $4,656-7.5% | $4,028+6.9% |
| Admin fee / account holder | $28,890 | $6,110+372.8% | $7,492+285.6% | $5,403+434.7% |