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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 | $210,812 | $71,873+193.3% | $86,698+143.2% | $68,490+207.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.34% | 3.54%-20.9pp | 35.96%-53.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $8,481 | $2,173+290.2% | $2,837+198.9% | $2,597+226.6% |
| Participant deferral / active EE | $7,601 | $3,779+101.1% | $4,656+63.2% | $4,028+88.7% |
| Admin fee / account holder | $14,293 | $6,110+133.9% | $7,492+90.8% | $5,403+164.6% |