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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 | $125,276 | $71,873+74.3% | $86,698+44.5% | $68,490+82.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -9.67% | 3.54%-13.2pp | 35.96%-45.6pp | -7.85%-1.8pp |
| Employer contribution / active EE | $6,509 | $2,173+199.5% | $2,837+129.5% | $2,597+150.7% |
| Participant deferral / active EE | $3,564 | $3,779-5.7% | $4,656-23.5% | $4,028-11.5% |
| Admin fee / account holder | $8,903 | $6,110+45.7% | $7,492+18.8% | $5,403+64.8% |