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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 | $200,810 | $42,383+373.8% | $76,518+162.4% | $64,173+212.9% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -5.83% | -16.54%+10.7pp | -0.27%-5.6pp | 7.63%-13.5pp |
| Employer contribution / active EE | $11,811 | $1,563+655.6% | $2,647+346.2% | $2,381+396.1% |
| Participant deferral / active EE | $5,553 | $2,566+116.4% | $3,836+44.8% | $3,470+60.0% |
| Admin fee / account holder | $7,998 | $3,198+150.1% | $4,849+65.0% | $4,887+63.7% |