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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 | $185,910 | $53,162+249.7% | $91,227+103.8% | $68,490+171.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -18.12% | -3.14%-15.0pp | 114.14%-132.3pp | -7.85%-10.3pp |
| Employer contribution / active EE | $5,778 | $1,709+238.0% | $2,851+102.6% | $2,597+122.5% |
| Participant deferral / active EE | $7,433 | $2,974+150.0% | $4,234+75.6% | $4,028+84.5% |
| Admin fee / account holder | $315 | $4,493-93.0% | $5,423-94.2% | $5,403-94.2% |