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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 | $239,744 | $72,404+231.1% | $110,243+117.5% | $64,173+273.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.19% | -6.29%+1.1pp | 314.76%-319.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $6,404 | $2,282+180.7% | $3,827+67.4% | $2,381+169.0% |
| Participant deferral / active EE | $7,619 | $3,469+119.6% | $4,672+63.1% | $3,470+119.6% |
| Admin fee / account holder | $12,906 | $5,664+127.9% | $8,548+51.0% | $4,887+164.1% |