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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 | $100,862 | $56,339+79.0% | $104,299-3.3% | $68,490+47.3% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -15.53% | -9.19%-6.3pp | 24.62%-40.1pp | -7.85%-7.7pp |
| Employer contribution / active EE | $5,313 | $1,960+171.0% | $3,373+57.5% | $2,597+104.6% |
| Participant deferral / active EE | $5,983 | $3,077+94.4% | $4,626+29.3% | $4,028+48.5% |
| Admin fee / account holder | $10,831 | $4,902+121.0% | $7,339+47.6% | $5,403+100.5% |