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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 | $192,983 | $81,870+135.7% | $119,634+61.3% | $68,490+181.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -17.65% | -23.82%+6.2pp | -14.98%-2.7pp | -7.85%-9.8pp |
| Employer contribution / active EE | $12,218 | $2,692+353.9% | $4,232+188.7% | $2,597+370.5% |
| Participant deferral / active EE | $11,356 | $4,148+173.8% | $5,601+102.8% | $4,028+181.9% |
| Admin fee / account holder | $2,661 | $6,583-59.6% | $10,329-74.2% | $5,403-50.8% |