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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 | $153,143 | $56,339+171.8% | $104,301+46.8% | $68,486+123.6% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -11.58% | -9.19%-2.4pp | 24.61%-36.2pp | -7.85%-3.7pp |
| Employer contribution / active EE | $7,167 | $1,960+265.6% | $3,373+112.5% | $2,597+176.0% |
| Participant deferral / active EE | $9,340 | $3,077+203.5% | $4,626+101.9% | $4,028+131.9% |
| Admin fee / account holder | $47,101 | $4,902+861.0% | $7,340+541.7% | $5,404+771.6% |