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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 | $196,115 | $81,870+139.5% | $119,622+63.9% | $68,486+186.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -16.30% | -23.82%+7.5pp | -14.98%-1.3pp | -7.85%-8.4pp |
| Employer contribution / active EE | $7,341 | $2,692+172.7% | $4,232+73.4% | $2,597+182.7% |
| Participant deferral / active EE | $11,195 | $4,148+169.9% | $5,601+99.9% | $4,028+178.0% |
| Admin fee / account holder | $935 | $6,583-85.8% | $10,328-90.9% | $5,404-82.7% |