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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 | $171,455 | $81,870+109.4% | $119,634+43.3% | $68,490+150.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -17.68% | -23.82%+6.1pp | -14.98%-2.7pp | -7.85%-9.8pp |
| Employer contribution / active EE | $4,779 | $2,692+77.5% | $4,232+12.9% | $2,597+84.0% |
| Participant deferral / active EE | $7,970 | $4,148+92.1% | $5,601+42.3% | $4,028+97.9% |
| Admin fee / account holder | $18,360 | $6,583+178.9% | $10,329+77.8% | $5,403+239.8% |