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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 | $248,611 | $77,817+219.5% | $123,553+101.2% | $64,173+287.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.47% | 12.49%-19.0pp | 119.21%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $8,268 | $3,014+174.3% | $4,628+78.7% | $2,381+247.3% |
| Participant deferral / active EE | $4,834 | $5,240-7.8% | $6,426-24.8% | $3,470+39.3% |
| Admin fee / account holder | $23,428 | $5,519+324.5% | $9,284+152.3% | $4,887+379.4% |