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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 | $186,668 | $73,009+155.7% | $90,760+105.7% | $68,486+172.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -15.81% | -13.81%-2.0pp | -12.16%-3.7pp | -7.85%-8.0pp |
| Employer contribution / active EE | $6,580 | $2,193+200.1% | $2,922+125.2% | $2,597+153.4% |
| Participant deferral / active EE | $4,491 | $3,626+23.8% | $4,565-1.6% | $4,028+11.5% |
| Admin fee / account holder | $1,618 | $5,896-72.6% | $8,444-80.8% | $5,404-70.1% |