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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 | $209,770 | $158,852+32.1% | $121,220+73.0% | $135,380+54.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -4.36% | -0.64%-3.7pp | 16.94%-21.3pp | 519.81%-524.2pp |
| Employer contribution / active EE | $19,395 | $5,666+242.3% | $4,023+382.2% | $4,779+305.8% |
| Participant deferral / active EE | $9,250 | $4,006+130.9% | $3,345+176.5% | $5,609+64.9% |
| Admin fee / account holder | $1,614 | $6,515-75.2% | $5,021-67.9% | $10,828-85.1% |