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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 | $230,069 | $73,839+211.6% | $143,788+60.0% | $68,495+235.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -3.45% | 1.01%-4.5pp | -0.03%-3.4pp | -7.84%+4.4pp |
| Employer contribution / active EE | $8,924 | $3,184+180.3% | $4,952+80.2% | $2,596+243.7% |
| Participant deferral / active EE | $5,430 | $3,384+60.4% | $5,638-3.7% | $4,028+34.8% |
| Admin fee / account holder | $42,916 | $5,755+645.8% | $14,675+192.4% | $5,403+694.3% |