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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 | $214,974 | $79,633+170.0% | $93,786+129.2% | $68,490+213.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -15.05% | -0.10%-15.0pp | -11.32%-3.7pp | -7.85%-7.2pp |
| Employer contribution / active EE | $15,276 | $3,665+316.8% | $4,328+253.0% | $2,597+488.3% |
| Participant deferral / active EE | $1,877 | $5,158-63.6% | $6,100-69.2% | $4,028-53.4% |
| Admin fee / account holder | $45,143 | $6,871+557.0% | $7,184+528.4% | $5,403+735.5% |