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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 | $198,571 | $87,546+126.8% | $75,784+162.0% | $125,389+58.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.27% | 13.49%-15.8pp | 9.68%-11.9pp | 282.24%-284.5pp |
| Employer contribution / active EE | $12,923 | $3,930+228.8% | $3,323+288.9% | $4,866+165.6% |
| Participant deferral / active EE | $9,193 | $4,230+117.4% | $3,652+151.8% | $5,352+71.8% |
| Admin fee / account holder | $57,806 | $6,503+789.0% | $5,300+990.7% | $9,541+505.9% |