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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 | $197,284 | $64,729+204.8% | $112,263+75.7% | $68,490+188.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.48% | -11.40%-4.1pp | 27.49%-43.0pp | -7.85%-7.6pp |
| Employer contribution / active EE | $9,891 | $2,746+260.2% | $3,636+172.0% | $2,597+280.9% |
| Participant deferral / active EE | $7,552 | $3,566+111.8% | $4,729+59.7% | $4,028+87.5% |
| Admin fee / account holder | $11,978 | $5,222+129.4% | $6,410+86.8% | $5,403+121.7% |