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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 | $141,162 | $110,083+28.2% | $151,639-6.9% | $68,486+106.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.30% | -10.12%-4.2pp | 3.34%-17.6pp | -7.85%-6.4pp |
| Employer contribution / active EE | $9,655 | $4,470+116.0% | $6,165+56.6% | $2,597+271.8% |
| Participant deferral / active EE | $9,078 | $6,526+39.1% | $8,363+8.5% | $4,028+125.4% |
| Admin fee / account holder | $24,365 | $7,718+215.7% | $11,613+109.8% | $5,404+350.9% |