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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 | $183,138 | $71,872+154.8% | $86,691+111.3% | $68,495+167.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -12.61% | 3.53%-16.1pp | 35.94%-48.6pp | -7.84%-4.8pp |
| Employer contribution / active EE | $10,723 | $2,173+393.4% | $2,837+278.0% | $2,596+313.0% |
| Participant deferral / active EE | $7,492 | $3,779+98.2% | $4,656+60.9% | $4,028+86.0% |
| Admin fee / account holder | $304 | $6,112-95.0% | $7,492-95.9% | $5,403-94.4% |