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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 | $246,920 | $110,083+124.3% | $151,645+62.8% | $68,490+260.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.37% | -10.12%-3.3pp | 3.34%-16.7pp | -7.85%-5.5pp |
| Employer contribution / active EE | $9,615 | $4,470+115.1% | $6,165+56.0% | $2,597+270.3% |
| Participant deferral / active EE | $4,662 | $6,526-28.6% | $8,363-44.2% | $4,028+15.8% |
| Admin fee / account holder | $24,495 | $7,718+217.4% | $11,614+110.9% | $5,403+353.4% |