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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 | $122,492 | $99,032+23.7% | $80,022+53.1% | $135,379-9.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.44% | 15.39%-21.8pp | 11.22%-17.7pp | 519.79%-526.2pp |
| Employer contribution / active EE | $9,075 | $3,043+198.2% | $2,468+267.7% | $4,779+89.9% |
| Participant deferral / active EE | $9,810 | $4,282+129.1% | $3,686+166.1% | $5,609+74.9% |
| Admin fee / account holder | $49,734 | $10,436+376.6% | $6,521+662.7% | $10,828+359.3% |