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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 | $205,552 | $106,115+93.7% | $85,969+139.1% | $125,389+63.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -1.87% | 13.93%-15.8pp | 9.32%-11.2pp | 282.24%-284.1pp |
| Employer contribution / active EE | $17,588 | $4,537+287.7% | $3,474+406.2% | $4,866+261.4% |
| Participant deferral / active EE | $2,818 | $4,859-42.0% | $3,829-26.4% | $5,352-47.3% |
| Admin fee / account holder | $12,833 | $8,144+57.6% | $6,053+112.0% | $9,541+34.5% |