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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 | $237,811 | $73,102+225.3% | $123,549+92.5% | $56,287+322.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -4.87% | 3.01%-7.9pp | 119.20%-124.1pp | -9.96%+5.1pp |
| Employer contribution / active EE | $12,074 | $2,977+305.6% | $4,628+160.9% | $2,111+472.0% |
| Participant deferral / active EE | $9,348 | $5,423+72.4% | $6,426+45.5% | $3,350+179.1% |
| Admin fee / account holder | $2,134 | $554+285.4% | $9,284-77.0% | $521+309.7% |