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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 | $197,028 | $87,546+125.1% | $75,784+160.0% | $125,389+57.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.31% | 13.49%-14.8pp | 9.68%-11.0pp | 282.24%-283.6pp |
| Employer contribution / active EE | $12,933 | $3,930+229.1% | $3,323+289.1% | $4,866+165.8% |
| Participant deferral / active EE | $6,642 | $4,230+57.0% | $3,652+81.9% | $5,352+24.1% |
| Admin fee / account holder | $1,733 | $6,503-73.3% | $5,300-67.3% | $9,541-81.8% |