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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 | $145,636 | $87,546+66.4% | $75,784+92.2% | $125,389+16.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.72% | 13.49%-16.2pp | 9.68%-12.4pp | 282.24%-285.0pp |
| Employer contribution / active EE | $19,584 | $3,930+398.3% | $3,323+489.3% | $4,866+302.5% |
| Participant deferral / active EE | $2,769 | $4,230-34.5% | $3,652-24.2% | $5,352-48.3% |
| Admin fee / account holder | $14,556 | $6,503+123.8% | $5,300+174.7% | $9,541+52.6% |