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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 | $181,910 | $95,188+91.1% | $76,518+137.7% | $135,379+34.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.15% | 4.85%-10.0pp | -0.27%-4.9pp | 519.79%-524.9pp |
| Employer contribution / active EE | $11,645 | $3,303+252.6% | $2,647+339.9% | $4,779+143.7% |
| Participant deferral / active EE | $13,691 | $4,640+195.1% | $3,836+256.9% | $5,609+144.1% |
| Admin fee / account holder | $10,375 | $6,249+66.0% | $4,849+114.0% | $10,828-4.2% |