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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 | $145,031 | $64,716+124.1% | $112,258+29.2% | $68,495+111.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -16.56% | -11.40%-5.2pp | 27.47%-44.0pp | -7.84%-8.7pp |
| Employer contribution / active EE | $5,787 | $2,746+110.7% | $3,636+59.2% | $2,596+122.9% |
| Participant deferral / active EE | $11,210 | $3,565+214.4% | $4,728+137.1% | $4,028+178.3% |
| Admin fee / account holder | $7,967 | $5,232+52.3% | $6,411+24.3% | $5,403+47.4% |