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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 | $154,856 | $59,819+158.9% | $79,583+94.6% | $68,490+126.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -16.90% | -12.30%-4.6pp | 0.16%-17.1pp | -7.85%-9.0pp |
| Employer contribution / active EE | $7,141 | $1,505+374.4% | $2,414+195.9% | $2,597+175.0% |
| Participant deferral / active EE | $5,584 | $3,025+84.6% | $3,986+40.1% | $4,028+38.6% |
| Admin fee / account holder | $9,425 | $4,835+94.9% | $6,835+37.9% | $5,403+74.4% |