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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 | $141,474 | $64,729+118.6% | $112,263+26.0% | $68,490+106.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.97% | -11.40%-4.6pp | 27.49%-43.5pp | -7.85%-8.1pp |
| Employer contribution / active EE | $3,949 | $2,746+43.8% | $3,636+8.6% | $2,597+52.1% |
| Participant deferral / active EE | $7,625 | $3,566+113.8% | $4,729+61.2% | $4,028+89.3% |
| Admin fee / account holder | $6,128 | $5,222+17.4% | $6,410-4.4% | $5,403+13.4% |