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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 | $127,899 | $53,162+140.6% | $91,227+40.2% | $68,490+86.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -14.29% | -3.14%-11.2pp | 114.14%-128.4pp | -7.85%-6.4pp |
| Employer contribution / active EE | $7,919 | $1,709+363.3% | $2,851+177.7% | $2,597+205.0% |
| Participant deferral / active EE | $5,238 | $2,974+76.1% | $4,234+23.7% | $4,028+30.0% |
| Admin fee / account holder | $12,845 | $4,493+185.9% | $5,423+136.9% | $5,403+137.7% |