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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 | $181,710 | $42,383+328.7% | $76,518+137.5% | $64,173+183.2% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -5.57% | -16.54%+11.0pp | -0.27%-5.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $8,009 | $1,563+412.3% | $2,647+202.5% | $2,381+236.4% |
| Participant deferral / active EE | $7,677 | $2,566+199.2% | $3,836+100.2% | $3,470+121.3% |
| Admin fee / account holder | $23,089 | $3,198+622.0% | $4,849+376.2% | $4,887+372.4% |