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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 | $229,007 | $211,946+8.0% | $169,452+35.1% | $135,380+69.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.07% | 3.26%-6.3pp | 1.83%-4.9pp | 519.81%-522.9pp |
| Employer contribution / active EE | $6,684 | $5,117+30.6% | $4,157+60.8% | $4,779+39.9% |
| Participant deferral / active EE | $5,780 | $6,075-4.9% | $5,277+9.5% | $5,609+3.0% |
| Admin fee / account holder | $32,943 | $11,472+187.2% | $9,110+261.6% | $10,828+204.2% |