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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 | $245,648 | $71,873+241.8% | $86,698+183.3% | $68,490+258.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -12.49% | 3.54%-16.0pp | 35.96%-48.5pp | -7.85%-4.6pp |
| Employer contribution / active EE | $9,171 | $2,173+322.0% | $2,837+223.3% | $2,597+253.2% |
| Participant deferral / active EE | $8,725 | $3,779+130.9% | $4,656+87.4% | $4,028+116.6% |
| Admin fee / account holder | $7,235 | $6,110+18.4% | $7,492-3.4% | $5,403+33.9% |