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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 | $135,932 | $73,004+86.2% | $90,752+49.8% | $68,498+98.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -16.53% | -13.81%-2.7pp | -12.16%-4.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $10,603 | $2,193+383.5% | $2,921+263.0% | $2,596+308.4% |
| Participant deferral / active EE | $16,098 | $3,627+343.9% | $4,564+252.7% | $4,027+299.7% |
| Admin fee / account holder | $5,405 | $5,896-8.3% | $8,446-36.0% | $5,4030% |