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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 | $175,055 | $64,719+170.5% | $112,249+56.0% | $68,486+155.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.42% | -11.40%-4.0pp | 27.48%-42.9pp | -7.85%-7.6pp |
| Employer contribution / active EE | $11,528 | $2,747+319.7% | $3,636+217.1% | $2,597+344.0% |
| Participant deferral / active EE | $12,672 | $3,565+255.4% | $4,729+168.0% | $4,028+214.6% |
| Admin fee / account holder | $16,161 | $5,232+208.9% | $6,412+152.0% | $5,404+199.1% |