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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 | $101,436 | $110,083-7.9% | $151,639-33.1% | $68,486+48.1% |
| Participation rate | 97.4% | 84.0%+13.4pp | 87.5%+9.9pp | 67.9%+29.5pp |
| Annual return | -16.00% | -10.12%-5.9pp | 3.34%-19.3pp | -7.85%-8.1pp |
| Employer contribution / active EE | $15,062 | $4,470+237.0% | $6,165+144.3% | $2,597+480.1% |
| Participant deferral / active EE | $15,577 | $6,526+138.7% | $8,363+86.3% | $4,028+286.8% |
| Admin fee / account holder | $11,912 | $7,718+54.3% | $11,613+2.6% | $5,404+120.4% |