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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 | $215,369 | $83,908+156.7% | $68,509+214.4% | $125,389+71.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.34% | 14.48%-14.8pp | 8.27%-8.6pp | 282.24%-282.6pp |
| Employer contribution / active EE | $7,359 | $3,031+142.8% | $2,278+223.1% | $4,866+51.2% |
| Participant deferral / active EE | $14,717 | $4,125+256.8% | $3,382+335.1% | $5,352+175.0% |
| Admin fee / account holder | $20,559 | $8,982+128.9% | $5,275+289.8% | $9,541+115.5% |