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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 | $96,163 | $56,339+70.7% | $104,299-7.8% | $68,490+40.4% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -18.37% | -9.19%-9.2pp | 24.62%-43.0pp | -7.85%-10.5pp |
| Employer contribution / active EE | $6,696 | $1,960+241.6% | $3,373+98.5% | $2,597+157.9% |
| Participant deferral / active EE | $6,421 | $3,077+108.7% | $4,626+38.8% | $4,028+59.4% |
| Admin fee / account holder | $6,666 | $4,902+36.0% | $7,339-9.2% | $5,403+23.4% |