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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 | $207,398 | $42,910+383.3% | $60,919+240.4% | $68,490+202.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | 11.76% | -13.99%+25.8pp | 16.96%-5.2pp | -7.85%+19.6pp |
| Employer contribution / active EE | $8,894 | $1,978+349.6% | $2,704+229.0% | $2,597+242.5% |
| Participant deferral / active EE | $2,924 | $2,866+2.0% | $3,814-23.3% | $4,028-27.4% |
| Admin fee / account holder | $9,703 | $3,104+212.5% | $3,228+200.6% | $5,403+79.6% |