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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 | $151,196 | $64,716+133.6% | $112,258+34.7% | $68,495+120.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.71% | -11.40%-7.3pp | 27.47%-46.2pp | -7.84%-10.9pp |
| Employer contribution / active EE | $7,539 | $2,746+174.5% | $3,636+107.4% | $2,596+190.4% |
| Participant deferral / active EE | $9,523 | $3,565+167.1% | $4,728+101.4% | $4,028+136.5% |
| Admin fee / account holder | $17,125 | $5,232+227.3% | $6,411+167.1% | $5,403+216.9% |