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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 | $119,459 | $64,719+84.6% | $112,249+6.4% | $68,486+74.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -11.38% | -11.40%0pp | 27.48%-38.9pp | -7.85%-3.5pp |
| Employer contribution / active EE | $7,522 | $2,747+173.9% | $3,636+106.9% | $2,597+189.7% |
| Participant deferral / active EE | $13,282 | $3,565+272.5% | $4,729+180.9% | $4,028+229.8% |
| Admin fee / account holder | $17,405 | $5,232+232.6% | $6,412+171.4% | $5,404+222.1% |