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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 | $218,092 | $110,083+98.1% | $151,628+43.8% | $68,495+218.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.76% | -10.12%-5.6pp | 3.34%-19.1pp | -7.84%-7.9pp |
| Employer contribution / active EE | $14,923 | $4,470+233.8% | $6,165+142.1% | $2,596+474.7% |
| Participant deferral / active EE | $18,340 | $6,526+181.0% | $8,363+119.3% | $4,028+355.4% |
| Admin fee / account holder | $24,350 | $7,718+215.5% | $11,613+109.7% | $5,403+350.7% |