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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 | $176,039 | $64,729+172.0% | $112,263+56.8% | $68,490+157.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.01% | -11.40%-3.6pp | 27.49%-42.5pp | -7.85%-7.2pp |
| Employer contribution / active EE | $5,014 | $2,746+82.6% | $3,636+37.9% | $2,597+93.1% |
| Participant deferral / active EE | $4,874 | $3,566+36.7% | $4,729+3.1% | $4,028+21.0% |
| Admin fee / account holder | $25,597 | $5,222+390.2% | $6,410+299.3% | $5,403+373.8% |