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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 | $227,375 | $131,835+72.5% | $108,582+109.4% | $273,970-17.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.81% | -91.57%+95.4pp | -51.70%+55.5pp | 41.46%-37.6pp |
| Employer contribution / active EE | $10,651 | $4,913+116.8% | $3,758+183.4% | $4,869+118.8% |
| Participant deferral / active EE | $9,000 | $5,127+75.5% | $4,311+108.8% | $5,287+70.2% |
| Admin fee / account holder | $97,978 | $10,253+855.7% | $7,645+1181.6% | $10,132+867.0% |