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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 | $99,843 | $73,019+36.7% | $90,766+10.0% | $68,490+45.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -15.99% | -13.81%-2.2pp | -12.16%-3.8pp | -7.85%-8.1pp |
| Employer contribution / active EE | $8,705 | $2,193+297.0% | $2,922+197.9% | $2,597+235.2% |
| Participant deferral / active EE | $6,131 | $3,626+69.1% | $4,565+34.3% | $4,028+52.2% |
| Admin fee / account holder | $2,690 | $5,897-54.4% | $8,446-68.2% | $5,403-50.2% |