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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 | $224,909 | $110,083+104.3% | $151,645+48.3% | $68,490+228.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -10.85% | -10.12%-0.7pp | 3.34%-14.2pp | -7.85%-3.0pp |
| Employer contribution / active EE | $18,030 | $4,470+303.4% | $6,165+192.4% | $2,597+594.3% |
| Participant deferral / active EE | $16,672 | $6,526+155.5% | $8,363+99.4% | $4,028+313.9% |
| Admin fee / account holder | $10,523 | $7,718+36.4% | $11,614-9.4% | $5,403+94.8% |