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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 | $195,894 | $71,878+172.5% | $86,698+125.9% | $68,486+186.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.85% | 3.53%-21.4pp | 35.95%-53.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $1,230 | $2,173-43.4% | $2,837-56.7% | $2,597-52.6% |
| Participant deferral / active EE | $9,342 | $3,779+147.2% | $4,656+100.6% | $4,028+132.0% |
| Admin fee / account holder | $49,858 | $6,113+715.7% | $7,493+565.4% | $5,404+822.6% |