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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 | $182,553 | $91,911+98.6% | $68,612+166.1% | $135,379+34.8% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -3.39% | -8.22%+4.8pp | -4.63%+1.2pp | 519.79%-523.2pp |
| Employer contribution / active EE | $34,703 | $3,924+784.5% | $2,625+1222.0% | $4,779+626.2% |
| Participant deferral / active EE | $16,838 | $4,315+290.2% | $3,311+408.5% | $5,609+200.2% |
| Admin fee / account holder | $44,707 | $9,240+383.8% | $5,131+771.3% | $10,828+312.9% |