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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 | $139,351 | $73,009+90.9% | $90,756+53.5% | $68,495+103.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -14.36% | -13.81%-0.5pp | -12.16%-2.2pp | -7.84%-6.5pp |
| Employer contribution / active EE | $14,353 | $2,193+554.6% | $2,922+391.3% | $2,596+452.8% |
| Participant deferral / active EE | $9,456 | $3,626+160.8% | $4,565+107.2% | $4,028+134.8% |
| Admin fee / account holder | $25,788 | $5,896+337.4% | $8,445+205.4% | $5,403+377.3% |