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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 | $192,920 | $71,873+168.4% | $86,698+122.5% | $68,490+181.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -12.39% | 3.54%-15.9pp | 35.96%-48.4pp | -7.85%-4.5pp |
| Employer contribution / active EE | $7,774 | $2,173+257.7% | $2,837+174.0% | $2,597+199.4% |
| Participant deferral / active EE | $10,096 | $3,779+167.1% | $4,656+116.8% | $4,028+150.6% |
| Admin fee / account holder | $11,023 | $6,110+80.4% | $7,492+47.1% | $5,403+104.0% |