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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 | $204,849 | $158,852+29.0% | $121,220+69.0% | $135,380+51.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -2.71% | -0.64%-2.1pp | 16.94%-19.6pp | 519.81%-522.5pp |
| Employer contribution / active EE | $8,040 | $5,666+41.9% | $4,023+99.9% | $4,779+68.2% |
| Participant deferral / active EE | $22,500 | $4,006+461.7% | $3,345+572.6% | $5,609+301.1% |
| Admin fee / account holder | $3,949 | $6,515-39.4% | $5,021-21.4% | $10,828-63.5% |