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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 | $212,114 | $71,878+195.1% | $86,698+144.7% | $68,486+209.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.01% | 3.53%-19.5pp | 35.95%-52.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $1,828 | $2,173-15.9% | $2,837-35.6% | $2,597-29.6% |
| Participant deferral / active EE | $6,091 | $3,779+61.2% | $4,656+30.8% | $4,028+51.2% |
| Admin fee / account holder | $17,918 | $6,113+193.1% | $7,493+139.1% | $5,404+231.6% |