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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 | $208,472 | $71,873+190.1% | $86,698+140.5% | $68,490+204.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.98% | 3.54%-17.5pp | 35.96%-49.9pp | -7.85%-6.1pp |
| Employer contribution / active EE | $7,453 | $2,173+242.9% | $2,837+162.7% | $2,597+187.0% |
| Participant deferral / active EE | $6,028 | $3,779+59.5% | $4,656+29.5% | $4,028+49.7% |
| Admin fee / account holder | $1,481 | $6,110-75.8% | $7,492-80.2% | $5,403-72.6% |