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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 | $154,870 | $73,009+112.1% | $90,756+70.6% | $68,495+126.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -15.87% | -13.81%-2.1pp | -12.16%-3.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $10,670 | $2,193+386.6% | $2,922+265.2% | $2,596+310.9% |
| Participant deferral / active EE | $7,452 | $3,626+105.5% | $4,565+63.2% | $4,028+85.0% |
| Admin fee / account holder | $6,728 | $5,896+14.1% | $8,445-20.3% | $5,403+24.5% |