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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 | $124,959 | $65,437+91.0% | $86,698+44.1% | $66,949+86.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -15.59% | -10.91%-4.7pp | 35.96%-51.6pp | 1.57%-17.2pp |
| Employer contribution / active EE | $7,394 | $2,154+243.3% | $2,837+160.6% | $2,545+190.5% |
| Participant deferral / active EE | $5,473 | $4,102+33.4% | $4,656+17.5% | $4,239+29.1% |
| Admin fee / account holder | $15,881 | $642+2374.7% | $7,492+112.0% | $594+2575.4% |