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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 | $208,056 | $73,867+181.7% | $143,770+44.7% | $68,498+203.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.88% | 1.01%-18.9pp | -0.04%-17.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $10,247 | $3,184+221.8% | $4,951+107.0% | $2,596+294.7% |
| Participant deferral / active EE | $8,500 | $3,384+151.1% | $5,638+50.8% | $4,027+111.0% |
| Admin fee / account holder | $5,719 | $5,755-0.6% | $14,673-61.0% | $5,403+5.9% |