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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 | $138,596 | $64,729+114.1% | $112,263+23.5% | $68,490+102.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -3.01% | -11.40%+8.4pp | 27.49%-30.5pp | -7.85%+4.8pp |
| Employer contribution / active EE | $6,839 | $2,746+149.1% | $3,636+88.1% | $2,597+163.4% |
| Participant deferral / active EE | $1,840 | $3,566-48.4% | $4,729-61.1% | $4,028-54.3% |
| Admin fee / account holder | $9,442 | $5,222+80.8% | $6,410+47.3% | $5,403+74.8% |