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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 | $117,694+48.8% | $71,755+144.0% | $134,532+30.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -17.12% | 25.33%-42.5pp | 9.09%-26.2pp | 418.27%-435.4pp |
| Employer contribution / active EE | $2,162 | $2,523-14.3% | $1,704+26.9% | $4,741-54.4% |
| Participant deferral / active EE | $24,000 | $3,753+539.4% | $2,656+803.8% | $6,401+274.9% |
| Admin fee / account holder | $1,265 | $6,374-80.2% | $3,972-68.2% | $11,429-88.9% |