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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 | $115,670 | $64,729+78.7% | $112,263+3.0% | $68,490+68.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.32% | -11.40%-3.9pp | 27.49%-42.8pp | -7.85%-7.5pp |
| Employer contribution / active EE | $8,015 | $2,746+191.9% | $3,636+120.4% | $2,597+208.7% |
| Participant deferral / active EE | $5,516 | $3,566+54.7% | $4,729+16.6% | $4,028+37.0% |
| Admin fee / account holder | $5,415 | $5,222+3.7% | $6,410-15.5% | $5,403+0.2% |