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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 | $189,813 | $64,729+193.2% | $112,263+69.1% | $68,490+177.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -12.37% | -11.40%-1.0pp | 27.49%-39.9pp | -7.85%-4.5pp |
| Employer contribution / active EE | $4,471 | $2,746+62.8% | $3,636+23.0% | $2,597+72.2% |
| Participant deferral / active EE | $5,029 | $3,566+41.0% | $4,729+6.3% | $4,028+24.9% |
| Admin fee / account holder | $26,811 | $5,222+413.5% | $6,410+318.2% | $5,403+396.2% |