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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 | $186,710 | $81,870+128.1% | $119,634+56.1% | $68,490+172.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -11.83% | -23.82%+12.0pp | -14.98%+3.2pp | -7.85%-4.0pp |
| Employer contribution / active EE | $4,554 | $2,692+69.2% | $4,232+7.6% | $2,597+75.4% |
| Participant deferral / active EE | $10,620 | $4,148+156.0% | $5,601+89.6% | $4,028+163.7% |
| Admin fee / account holder | $11,960 | $6,583+81.7% | $10,329+15.8% | $5,403+121.4% |