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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 | $111,188 | $64,719+71.8% | $112,249-0.9% | $68,486+62.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.61% | -11.40%-7.2pp | 27.48%-46.1pp | -7.85%-10.8pp |
| Employer contribution / active EE | $4,897 | $2,747+78.3% | $3,636+34.7% | $2,597+88.6% |
| Participant deferral / active EE | $13,266 | $3,565+272.1% | $4,729+180.5% | $4,028+229.4% |
| Admin fee / account holder | $5,024 | $5,232-4.0% | $6,412-21.6% | $5,404-7.0% |