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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 | $135,918 | $64,719+110.0% | $112,249+21.1% | $68,486+98.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -11.59% | -11.40%-0.2pp | 27.48%-39.1pp | -7.85%-3.7pp |
| Employer contribution / active EE | $5,257 | $2,747+91.4% | $3,636+44.6% | $2,597+102.5% |
| Participant deferral / active EE | $5,618 | $3,565+57.6% | $4,729+18.8% | $4,028+39.5% |
| Admin fee / account holder | $15,780 | $5,232+201.6% | $6,412+146.1% | $5,404+192.0% |