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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 | $211,395 | $92,219+129.2% | $76,767+175.4% | $135,380+56.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -2.18% | 5.46%-7.6pp | 2.43%-4.6pp | 519.81%-522.0pp |
| Employer contribution / active EE | $990 | $3,216-69.2% | $2,485-60.2% | $4,779-79.3% |
| Participant deferral / active EE | $9,445 | $4,508+109.5% | $3,852+145.2% | $5,609+68.4% |
| Admin fee / account holder | $10,347 | $10,749-3.7% | $6,675+55.0% | $10,828-4.4% |