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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 | $150,400 | $64,719+132.4% | $112,249+34.0% | $68,486+119.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.89% | -11.40%-7.5pp | 27.48%-46.4pp | -7.85%-11.0pp |
| Employer contribution / active EE | $7,080 | $2,747+157.8% | $3,636+94.7% | $2,597+172.6% |
| Participant deferral / active EE | $11,473 | $3,565+221.8% | $4,729+142.6% | $4,028+184.9% |
| Admin fee / account holder | $24,918 | $5,232+376.2% | $6,412+288.6% | $5,404+361.1% |