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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 | $183,639 | $64,729+183.7% | $112,263+63.6% | $68,490+168.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.53% | -11.40%-4.1pp | 27.49%-43.0pp | -7.85%-7.7pp |
| Employer contribution / active EE | $15,280 | $2,746+456.5% | $3,636+320.2% | $2,597+488.4% |
| Participant deferral / active EE | $12,507 | $3,566+250.8% | $4,729+164.5% | $4,028+210.5% |
| Admin fee / account holder | $6,283 | $5,222+20.3% | $6,410-2.0% | $5,403+16.3% |