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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 | $208,456 | $113,941+83.0% | $94,229+121.2% | $125,389+66.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.75% | 5.29%-8.0pp | 10.68%-13.4pp | 282.24%-285.0pp |
| Employer contribution / active EE | $8,224 | $4,727+74.0% | $3,587+129.3% | $4,866+69.0% |
| Participant deferral / active EE | $13,195 | $5,179+154.8% | $4,320+205.4% | $5,352+146.6% |
| Admin fee / account holder | $17,931 | $8,392+113.7% | $6,269+186.0% | $9,541+87.9% |