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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 | $154,846 | $73,102+111.8% | $123,553+25.3% | $56,289+175.1% |
| Participation rate | 99.0% | 74.3%+24.7pp | 82.3%+16.7pp | 69.9%+29.2pp |
| Annual return | -4.41% | 3.01%-7.4pp | 119.21%-123.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $6,149 | $2,977+106.6% | $4,628+32.9% | $2,111+191.3% |
| Participant deferral / active EE | $7,320 | $5,423+35.0% | $6,426+13.9% | $3,350+118.5% |
| Admin fee / account holder | $30,243 | $554+5361.7% | $9,284+225.7% | $521+5705.1% |