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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 | $183,270 | $71,878+155.0% | $86,698+111.4% | $68,486+167.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.28% | 3.53%-17.8pp | 35.95%-50.2pp | -7.85%-6.4pp |
| Employer contribution / active EE | $5,031 | $2,173+131.5% | $2,837+77.4% | $2,597+93.8% |
| Participant deferral / active EE | $7,830 | $3,779+107.2% | $4,656+68.2% | $4,028+94.4% |
| Admin fee / account holder | $17,536 | $6,113+186.9% | $7,493+134.0% | $5,404+224.5% |