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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 | $110,514 | $71,873+53.8% | $86,698+27.5% | $68,490+61.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.88% | 3.54%-20.4pp | 35.96%-52.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $7,146 | $2,173+228.8% | $2,837+151.9% | $2,597+175.2% |
| Participant deferral / active EE | $7,048 | $3,779+86.5% | $4,656+51.4% | $4,028+75.0% |
| Admin fee / account holder | $76,077 | $6,110+1145.0% | $7,492+915.4% | $5,403+1308.1% |