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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 | $175,077 | $117,623+48.8% | $71,702+144.2% | $134,509+30.2% |
| Participation rate | 100.0% | 68.9%+31.1pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -17.12% | 25.44%-42.6pp | 9.14%-26.3pp | 418.13%-435.3pp |
| Employer contribution / active EE | $2,162 | $2,525-14.4% | $1,704+26.8% | $4,741-54.4% |
| Participant deferral / active EE | $24,000 | $3,759+538.4% | $2,658+802.9% | $6,400+275.0% |
| Admin fee / account holder | $1,265 | $6,379-80.2% | $3,974-68.2% | $11,427-88.9% |