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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 | $183,486 | $50,947+260.1% | $74,551+146.1% | $64,173+185.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.45% | -1.85%-4.6pp | 32.53%-39.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $9,968 | $1,115+793.7% | $1,961+408.3% | $2,381+318.7% |
| Participant deferral / active EE | $7,380 | $2,302+220.7% | $3,108+137.4% | $3,470+112.7% |
| Admin fee / account holder | $1,069 | $4,221-74.7% | $5,059-78.9% | $4,887-78.1% |