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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 | $97,312 | $64,719+50.4% | $112,249-13.3% | $68,486+42.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.30% | -11.40%-5.9pp | 27.48%-44.8pp | -7.85%-9.4pp |
| Employer contribution / active EE | $7,150 | $2,747+160.3% | $3,636+96.6% | $2,597+175.4% |
| Participant deferral / active EE | $8,365 | $3,565+134.6% | $4,729+76.9% | $4,028+107.7% |
| Admin fee / account holder | $856 | $5,232-83.6% | $6,412-86.7% | $5,404-84.2% |