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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 | $169,674 | $57,352+195.8% | $83,831+102.4% | $64,173+164.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.85% | 11.38%-17.2pp | 850.99%-856.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $15,577 | $2,546+512.0% | $3,631+329.0% | $2,381+554.3% |
| Participant deferral / active EE | $4,625 | $2,993+54.5% | $4,082+13.3% | $3,470+33.3% |
| Admin fee / account holder | $14,567 | $4,046+260.0% | $5,479+165.9% | $4,887+198.1% |