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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 | $161,511 | $110,083+46.7% | $151,639+6.5% | $68,486+135.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.32% | -10.12%-6.2pp | 3.34%-19.7pp | -7.85%-8.5pp |
| Employer contribution / active EE | $10,103 | $4,470+126.0% | $6,165+63.9% | $2,597+289.1% |
| Participant deferral / active EE | $11,194 | $6,526+71.5% | $8,363+33.8% | $4,028+177.9% |
| Admin fee / account holder | $8,038 | $7,718+4.2% | $11,613-30.8% | $5,404+48.7% |