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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 | $173,575 | $83,908+106.9% | $68,509+153.4% | $125,389+38.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -1.02% | 14.48%-15.5pp | 8.27%-9.3pp | 282.24%-283.3pp |
| Employer contribution / active EE | $7,011 | $3,031+131.3% | $2,278+207.8% | $4,866+44.1% |
| Participant deferral / active EE | $6,561 | $4,125+59.1% | $3,382+94.0% | $5,352+22.6% |
| Admin fee / account holder | $15,812 | $8,982+76.0% | $5,275+199.8% | $9,541+65.7% |