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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 | $237,037 | $152,651+55.3% | $105,218+125.3% | $125,389+89.0% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.2%+22.8pp | 83.2%+16.8pp |
| Annual return | -0.56% | 8.24%-8.8pp | 5.33%-5.9pp | 282.24%-282.8pp |
| Employer contribution / active EE | $9,488 | $4,802+97.6% | $3,255+191.5% | $4,866+95.0% |
| Participant deferral / active EE | $14,034 | $6,660+110.7% | $4,867+188.4% | $5,352+162.2% |
| Admin fee / account holder | $9,149 | $14,248-35.8% | $6,992+30.8% | $9,541-4.1% |