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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 | $246,914 | $87,542+182.1% | $75,782+225.8% | $125,393+96.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.37% | 13.48%-13.9pp | 9.68%-10.1pp | 282.23%-282.6pp |
| Employer contribution / active EE | $2,450 | $3,930-37.7% | $3,323-26.3% | $4,866-49.7% |
| Participant deferral / active EE | $11,464 | $4,229+171.1% | $3,652+214.0% | $5,351+114.2% |
| Admin fee / account holder | $1,506 | $6,502-76.8% | $5,300-71.6% | $9,541-84.2% |