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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 | $140,919 | $59,819+135.6% | $79,583+77.1% | $68,490+105.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -19.04% | -12.30%-6.7pp | 0.16%-19.2pp | -7.85%-11.2pp |
| Employer contribution / active EE | $5,704 | $1,505+278.9% | $2,414+136.3% | $2,597+119.7% |
| Participant deferral / active EE | $7,420 | $3,025+145.3% | $3,986+86.2% | $4,028+84.2% |
| Admin fee / account holder | $602 | $4,835-87.5% | $6,835-91.2% | $5,403-88.9% |