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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 | $210,521 | $71,872+192.9% | $86,691+142.8% | $68,495+207.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.67% | 3.53%-17.2pp | 35.94%-49.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $3,649 | $2,173+67.9% | $2,837+28.6% | $2,596+40.5% |
| Participant deferral / active EE | $8,446 | $3,779+123.5% | $4,656+81.4% | $4,028+109.7% |
| Admin fee / account holder | $1,583 | $6,112-74.1% | $7,492-78.9% | $5,403-70.7% |