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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 | $213,081 | $73,019+191.8% | $90,766+134.8% | $68,490+211.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -13.47% | -13.81%+0.3pp | -12.16%-1.3pp | -7.85%-5.6pp |
| Employer contribution / active EE | $9,879 | $2,193+350.6% | $2,922+238.1% | $2,597+280.4% |
| Participant deferral / active EE | $5,280 | $3,626+45.6% | $4,565+15.7% | $4,028+31.1% |
| Admin fee / account holder | $47,663 | $5,897+708.3% | $8,446+464.3% | $5,403+782.2% |