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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 | $209,366 | $110,083+90.2% | $151,645+38.1% | $68,490+205.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.01% | -10.12%-6.9pp | 3.34%-20.3pp | -7.85%-9.2pp |
| Employer contribution / active EE | $7,255 | $4,470+62.3% | $6,165+17.7% | $2,597+179.4% |
| Participant deferral / active EE | $6,055 | $6,526-7.2% | $8,363-27.6% | $4,028+50.3% |
| Admin fee / account holder | $10,715 | $7,718+38.8% | $11,614-7.7% | $5,403+98.3% |