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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 | $148,754 | $71,878+107.0% | $86,698+71.6% | $68,486+117.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.44% | 3.53%-18.0pp | 35.95%-50.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $4,638 | $2,173+113.4% | $2,837+63.5% | $2,597+78.6% |
| Participant deferral / active EE | $8,785 | $3,779+132.5% | $4,656+88.7% | $4,028+118.1% |
| Admin fee / account holder | $27,495 | $6,113+349.8% | $7,493+267.0% | $5,404+408.8% |