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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 | $90,355 | $46,697+93.5% | $117,529-23.1% | $68,490+31.9% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -15.77% | -14.52%-1.3pp | 29.77%-45.5pp | -7.85%-7.9pp |
| Employer contribution / active EE | $7,579 | $1,506+403.4% | $4,179+81.4% | $2,597+191.9% |
| Participant deferral / active EE | $5,609 | $2,637+112.7% | $4,072+37.7% | $4,028+39.3% |
| Admin fee / account holder | $9,628 | $4,023+139.3% | $5,645+70.5% | $5,403+78.2% |