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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 | $79,712 | $73,009+9.2% | $90,760-12.2% | $68,486+16.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -14.50% | -13.81%-0.7pp | -12.16%-2.3pp | -7.85%-6.6pp |
| Employer contribution / active EE | $9,000 | $2,193+310.5% | $2,922+208.0% | $2,597+246.6% |
| Participant deferral / active EE | $6,140 | $3,626+69.3% | $4,565+34.5% | $4,028+52.4% |
| Admin fee / account holder | $15,687 | $5,896+166.1% | $8,444+85.8% | $5,404+190.3% |