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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 | $109,446 | $110,083-0.6% | $151,639-27.8% | $68,486+59.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.80% | -10.12%-6.7pp | 3.34%-20.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $14,906 | $4,470+233.5% | $6,165+141.8% | $2,597+474.0% |
| Participant deferral / active EE | $16,985 | $6,526+160.3% | $8,363+103.1% | $4,028+321.7% |
| Admin fee / account holder | $13,355 | $7,718+73.1% | $11,613+15.0% | $5,404+147.1% |