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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 | $141,119 | $73,019+93.3% | $90,766+55.5% | $68,490+106.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -18.49% | -13.81%-4.7pp | -12.16%-6.3pp | -7.85%-10.6pp |
| Employer contribution / active EE | $2,679 | $2,193+22.2% | $2,922-8.3% | $2,597+3.2% |
| Participant deferral / active EE | $7,207 | $3,626+98.7% | $4,565+57.9% | $4,028+78.9% |
| Admin fee / account holder | $1,124 | $5,897-80.9% | $8,446-86.7% | $5,403-79.2% |