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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 | $140,820 | $81,870+72.0% | $119,634+17.7% | $68,490+105.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -11.76% | -23.82%+12.1pp | -14.98%+3.2pp | -7.85%-3.9pp |
| Employer contribution / active EE | $9,582 | $2,692+256.0% | $4,232+126.4% | $2,597+269.0% |
| Participant deferral / active EE | $9,183 | $4,148+121.4% | $5,601+63.9% | $4,028+128.0% |
| Admin fee / account holder | $14,773 | $6,583+124.4% | $10,329+43.0% | $5,403+173.4% |