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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 | $94,737 | $71,873+31.8% | $86,698+9.3% | $68,490+38.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -7.10% | 3.54%-10.6pp | 35.96%-43.1pp | -7.85%+0.7pp |
| Employer contribution / active EE | $11,863 | $2,173+445.9% | $2,837+318.2% | $2,597+356.9% |
| Participant deferral / active EE | $8,293 | $3,779+119.4% | $4,656+78.1% | $4,028+105.9% |
| Admin fee / account holder | $1,477 | $6,110-75.8% | $7,492-80.3% | $5,403-72.7% |