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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 | $117,230 | $81,870+43.2% | $119,634-2.0% | $68,490+71.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -13.89% | -23.82%+9.9pp | -14.98%+1.1pp | -7.85%-6.0pp |
| Employer contribution / active EE | $6,250 | $2,692+132.2% | $4,232+47.7% | $2,597+140.7% |
| Participant deferral / active EE | $6,804 | $4,148+64.0% | $5,601+21.5% | $4,028+68.9% |
| Admin fee / account holder | $18,905 | $6,583+187.2% | $10,329+83.0% | $5,403+249.9% |