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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 | $145,619 | $64,719+125.0% | $112,249+29.7% | $68,486+112.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -10.87% | -11.40%+0.5pp | 27.48%-38.4pp | -7.85%-3.0pp |
| Employer contribution / active EE | $10,385 | $2,747+278.1% | $3,636+185.6% | $2,597+299.9% |
| Participant deferral / active EE | $10,449 | $3,565+193.1% | $4,729+121.0% | $4,028+159.4% |
| Admin fee / account holder | $22,371 | $5,232+327.6% | $6,412+248.9% | $5,404+314.0% |