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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 | $147,337 | $59,819+146.3% | $79,583+85.1% | $68,490+115.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -17.53% | -12.30%-5.2pp | 0.16%-17.7pp | -7.85%-9.7pp |
| Employer contribution / active EE | $6,659 | $1,505+342.4% | $2,414+175.9% | $2,597+156.4% |
| Participant deferral / active EE | $7,450 | $3,025+146.3% | $3,986+86.9% | $4,028+85.0% |
| Admin fee / account holder | $46,244 | $4,835+856.4% | $6,835+576.5% | $5,403+755.9% |