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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 | $246,406 | $52,911+365.7% | $73,309+236.1% | $59,633+313.2% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | -0.34% | 12.20%-12.5pp | 5.67%-6.0pp | 2041.40%-2041.7pp |
| Employer contribution / active EE | $14,718 | $1,909+671.1% | $3,237+354.7% | $2,203+568.2% |
| Participant deferral / active EE | $5,164 | $4,069+26.9% | $4,991+3.5% | $3,192+61.8% |
| Admin fee / account holder | $8,529 | $3,835+122.4% | $5,635+51.4% | $4,297+98.5% |