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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 | $147,016 | $110,083+33.6% | $151,639-3.0% | $68,486+114.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.38% | -10.12%-5.3pp | 3.34%-18.7pp | -7.85%-7.5pp |
| Employer contribution / active EE | $6,775 | $4,470+51.6% | $6,165+9.9% | $2,597+160.9% |
| Participant deferral / active EE | $5,787 | $6,526-11.3% | $8,363-30.8% | $4,028+43.7% |
| Admin fee / account holder | $28,387 | $7,718+267.8% | $11,613+144.4% | $5,404+425.3% |