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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 | $178,241 | $110,083+61.9% | $151,645+17.5% | $68,490+160.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.04% | -10.12%-7.9pp | 3.34%-21.4pp | -7.85%-10.2pp |
| Employer contribution / active EE | $5,953 | $4,470+33.2% | $6,165-3.4% | $2,597+129.3% |
| Participant deferral / active EE | $8,095 | $6,526+24.0% | $8,363-3.2% | $4,028+101.0% |
| Admin fee / account holder | $35,823 | $7,718+364.2% | $11,614+208.5% | $5,403+563.0% |