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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 | $182,017 | $127,100+43.2% | $105,738+72.1% | $135,379+34.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.00% | 4.49%-9.5pp | 6.27%-11.3pp | 519.79%-524.8pp |
| Employer contribution / active EE | $14,003 | $4,107+241.0% | $3,268+328.4% | $4,779+193.0% |
| Participant deferral / active EE | $10,072 | $5,064+98.9% | $4,080+146.9% | $5,609+79.6% |
| Admin fee / account holder | $2,613 | $9,087-71.2% | $6,913-62.2% | $10,828-75.9% |