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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 | $182,623 | $64,719+182.2% | $112,249+62.7% | $68,486+166.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -9.61% | -11.40%+1.8pp | 27.48%-37.1pp | -7.85%-1.8pp |
| Employer contribution / active EE | $6,244 | $2,747+127.3% | $3,636+71.7% | $2,597+140.5% |
| Participant deferral / active EE | $2,226 | $3,565-37.6% | $4,729-52.9% | $4,028-44.7% |
| Admin fee / account holder | $13,733 | $5,232+162.5% | $6,412+114.2% | $5,404+154.1% |