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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 | $145,687 | $110,083+32.3% | $151,639-3.9% | $68,486+112.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.86% | -10.12%-6.7pp | 3.34%-20.2pp | -7.85%-9.0pp |
| Employer contribution / active EE | $8,438 | $4,470+88.8% | $6,165+36.9% | $2,597+224.9% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $22,001 | $7,718+185.1% | $11,613+89.4% | $5,404+307.1% |