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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 | $86,251 | $64,706+33.3% | $112,244-23.2% | $68,498+25.9% |
| Participation rate | 100.0% | 67.1%+32.9pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -12.66% | -11.40%-1.3pp | 27.46%-40.1pp | -7.84%-4.8pp |
| Employer contribution / active EE | $5,648 | $2,746+105.7% | $3,635+55.4% | $2,596+117.5% |
| Participant deferral / active EE | $6,040 | $3,565+69.5% | $4,728+27.7% | $4,027+50.0% |
| Admin fee / account holder | $37,186 | $5,231+610.9% | $6,411+480.0% | $5,403+588.3% |