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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 | $203,258 | $73,009+178.4% | $90,760+124.0% | $68,486+196.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -13.59% | -13.81%+0.2pp | -12.16%-1.4pp | -7.85%-5.7pp |
| Employer contribution / active EE | $8,987 | $2,193+309.9% | $2,922+207.6% | $2,597+246.1% |
| Participant deferral / active EE | $5,309 | $3,626+46.4% | $4,565+16.3% | $4,028+31.8% |
| Admin fee / account holder | $27,528 | $5,896+366.9% | $8,444+226.0% | $5,404+409.4% |