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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 | $151,746 | $81,870+85.4% | $119,634+26.8% | $68,490+121.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.02% | -23.82%+9.8pp | -14.98%+1.0pp | -7.85%-6.2pp |
| Employer contribution / active EE | $7,388 | $2,692+174.5% | $4,232+74.6% | $2,597+184.5% |
| Participant deferral / active EE | $5,895 | $4,148+42.1% | $5,601+5.2% | $4,028+46.4% |
| Admin fee / account holder | $7,049 | $6,583+7.1% | $10,329-31.8% | $5,403+30.5% |