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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 | $165,971 | $81,870+102.7% | $119,634+38.7% | $68,490+142.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -17.97% | -23.82%+5.8pp | -14.98%-3.0pp | -7.85%-10.1pp |
| Employer contribution / active EE | $11,143 | $2,692+314.0% | $4,232+163.3% | $2,597+329.1% |
| Participant deferral / active EE | $12,195 | $4,148+194.0% | $5,601+117.7% | $4,028+202.8% |
| Admin fee / account holder | $1,595 | $6,583-75.8% | $10,329-84.6% | $5,403-70.5% |