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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 | $143,571 | $73,019+96.6% | $90,766+58.2% | $68,490+109.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -16.96% | -13.81%-3.1pp | -12.16%-4.8pp | -7.85%-9.1pp |
| Employer contribution / active EE | $9,069 | $2,193+313.6% | $2,922+210.4% | $2,597+249.2% |
| Participant deferral / active EE | $7,048 | $3,626+94.4% | $4,565+54.4% | $4,028+75.0% |
| Admin fee / account holder | $9,941 | $5,897+68.6% | $8,446+17.7% | $5,403+84.0% |