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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 | $243,092 | $64,729+275.6% | $112,263+116.5% | $68,490+254.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.24% | -11.40%-5.8pp | 27.49%-44.7pp | -7.85%-9.4pp |
| Employer contribution / active EE | $24,944 | $2,746+808.4% | $3,636+586.0% | $2,597+860.6% |
| Participant deferral / active EE | $4,715 | $3,566+32.2% | $4,729-0.3% | $4,028+17.1% |
| Admin fee / account holder | $1,296 | $5,222-75.2% | $6,410-79.8% | $5,403-76.0% |