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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 | $244,121 | $56,339+333.3% | $104,301+134.1% | $68,486+256.5% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -13.97% | -9.19%-4.8pp | 24.61%-38.6pp | -7.85%-6.1pp |
| Employer contribution / active EE | $15,584 | $1,960+695.1% | $3,373+362.0% | $2,597+500.2% |
| Participant deferral / active EE | $11,264 | $3,077+266.1% | $4,626+143.5% | $4,028+179.7% |
| Admin fee / account holder | $5,841 | $4,902+19.2% | $7,340-20.4% | $5,404+8.1% |