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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 | $121,745 | $59,819+103.5% | $79,583+53.0% | $68,490+77.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -15.08% | -12.30%-2.8pp | 0.16%-15.2pp | -7.85%-7.2pp |
| Employer contribution / active EE | $5,983 | $1,505+297.4% | $2,414+147.9% | $2,597+130.4% |
| Participant deferral / active EE | $5,222 | $3,025+72.6% | $3,986+31.0% | $4,028+29.6% |
| Admin fee / account holder | $3,276 | $4,835-32.2% | $6,835-52.1% | $5,403-39.4% |