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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 | $189,125 | $49,177+284.6% | $79,467+138.0% | $64,173+194.7% |
| Participation rate | 94.2% | 65.0%+29.2pp | 73.3%+20.9pp | 69.6%+24.6pp |
| Annual return | -5.08% | -1.16%-3.9pp | 718.30%-723.4pp | 7.63%-12.7pp |
| Employer contribution / active EE | $11,859 | $2,076+471.2% | $2,800+323.5% | $2,381+398.1% |
| Participant deferral / active EE | $8,501 | $2,821+201.3% | $3,704+129.5% | $3,470+145.0% |
| Admin fee / account holder | $29,759 | $3,839+675.2% | $5,104+483.0% | $4,887+508.9% |