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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 | $216,186 | $110,083+96.4% | $151,645+42.6% | $68,490+215.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.45% | -10.12%-4.3pp | 3.34%-17.8pp | -7.85%-6.6pp |
| Employer contribution / active EE | $6,759 | $4,470+51.2% | $6,165+9.6% | $2,597+160.3% |
| Participant deferral / active EE | $12,892 | $6,526+97.5% | $8,363+54.2% | $4,028+220.1% |
| Admin fee / account holder | $13,095 | $7,718+69.7% | $11,614+12.8% | $5,403+142.4% |