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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 | $144,987 | $85,790+69.0% | $67,313+115.4% | $135,380+7.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.07% | -0.54%-1.5pp | -4.08%+2.0pp | 519.81%-521.9pp |
| Employer contribution / active EE | $11,879 | $3,487+240.6% | $2,566+363.0% | $4,779+148.6% |
| Participant deferral / active EE | $5,556 | $4,651+19.5% | $3,568+55.7% | $5,609-0.9% |
| Admin fee / account holder | $6,773 | $6,392+6.0% | $4,507+50.3% | $10,828-37.4% |