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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 | $123,765 | $48,235+156.6% | $68,803+79.9% | $68,490+80.7% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -16.85% | -12.70%-4.2pp | -6.37%-10.5pp | -7.85%-9.0pp |
| Employer contribution / active EE | $6,849 | $1,829+274.5% | $2,656+157.9% | $2,597+163.7% |
| Participant deferral / active EE | $9,806 | $2,867+242.1% | $3,942+148.8% | $4,028+143.5% |
| Admin fee / account holder | $11,248 | $4,361+157.9% | $4,936+127.9% | $5,403+108.2% |