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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 | $195,413 | $87,016+124.6% | $63,244+209.0% | $125,389+55.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | 0.26% | 21.71%-21.4pp | -70.31%+70.6pp | 282.24%-282.0pp |
| Employer contribution / active EE | $11,459 | $3,601+218.2% | $2,322+393.5% | $4,866+135.5% |
| Participant deferral / active EE | $7,734 | $3,939+96.3% | $2,953+161.9% | $5,352+44.5% |
| Admin fee / account holder | $7,968 | $11,954-33.3% | $5,893+35.2% | $9,541-16.5% |