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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 | $116,047 | $81,870+41.7% | $119,634-3.0% | $68,490+69.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.18% | -23.82%+9.6pp | -14.98%+0.8pp | -7.85%-6.3pp |
| Employer contribution / active EE | $6,102 | $2,692+126.7% | $4,232+44.2% | $2,597+135.0% |
| Participant deferral / active EE | $7,987 | $4,148+92.5% | $5,601+42.6% | $4,028+98.3% |
| Admin fee / account holder | $24,275 | $6,583+268.8% | $10,329+135.0% | $5,403+349.3% |