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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 | $110,915 | $42,917+158.4% | $60,899+82.1% | $68,495+61.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.03% | -13.99%0pp | 16.92%-31.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $8,543 | $1,979+331.7% | $2,702+216.1% | $2,596+229.0% |
| Participant deferral / active EE | $5,392 | $2,867+88.1% | $3,817+41.3% | $4,028+33.9% |
| Admin fee / account holder | $3,290 | $3,102+6.1% | $3,225+2.0% | $5,403-39.1% |