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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 | $199,074 | $87,546+127.4% | $75,784+162.7% | $125,389+58.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.07% | 13.49%-13.6pp | 9.68%-9.7pp | 282.24%-282.3pp |
| Employer contribution / active EE | $8,704 | $3,930+121.5% | $3,323+161.9% | $4,866+78.9% |
| Participant deferral / active EE | $27,156 | $4,230+542.1% | $3,652+643.7% | $5,352+407.4% |
| Admin fee / account holder | $800 | $6,503-87.7% | $5,300-84.9% | $9,541-91.6% |