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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 | $147,418 | $76,912+91.7% | $129,118+14.2% | $68,490+115.2% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.2%+22.8pp | 67.9%+32.1pp |
| Annual return | -16.65% | -9.78%-6.9pp | -10.94%-5.7pp | -7.85%-8.8pp |
| Employer contribution / active EE | $5,839 | $3,243+80.1% | $5,051+15.6% | $2,597+124.9% |
| Participant deferral / active EE | $7,219 | $4,732+52.5% | $6,539+10.4% | $4,028+79.2% |
| Admin fee / account holder | $19,828 | $6,638+198.7% | $14,305+38.6% | $5,403+267.0% |