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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 | $146,507 | $110,083+33.1% | $151,645-3.4% | $68,490+113.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.04% | -10.12%-5.9pp | 3.34%-19.4pp | -7.85%-8.2pp |
| Employer contribution / active EE | $13,310 | $4,470+197.8% | $6,165+115.9% | $2,597+412.6% |
| Participant deferral / active EE | $16,000 | $6,526+145.2% | $8,363+91.3% | $4,028+297.2% |
| Admin fee / account holder | $15,441 | $7,718+100.1% | $11,614+33.0% | $5,403+185.8% |