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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 | $198,931 | $46,697+326.0% | $117,529+69.3% | $68,490+190.5% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -17.76% | -14.52%-3.2pp | 29.77%-47.5pp | -7.85%-9.9pp |
| Employer contribution / active EE | $8,378 | $1,506+456.5% | $4,179+100.5% | $2,597+222.6% |
| Participant deferral / active EE | $8,827 | $2,637+234.7% | $4,072+116.8% | $4,028+119.2% |
| Admin fee / account holder | $686 | $4,023-82.9% | $5,645-87.8% | $5,403-87.3% |