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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 | $121,875 | $73,009+66.9% | $90,756+34.3% | $68,495+77.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -15.64% | -13.81%-1.8pp | -12.16%-3.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $3,919 | $2,193+78.8% | $2,922+34.1% | $2,596+50.9% |
| Participant deferral / active EE | $5,026 | $3,626+38.6% | $4,565+10.1% | $4,028+24.8% |
| Admin fee / account holder | $27,245 | $5,896+362.1% | $8,445+222.6% | $5,403+404.2% |