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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 | $211,160 | $110,083+91.8% | $151,639+39.3% | $68,486+208.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.16% | -10.12%-8.0pp | 3.34%-21.5pp | -7.85%-10.3pp |
| Employer contribution / active EE | $10,308 | $4,470+130.6% | $6,165+67.2% | $2,597+297.0% |
| Participant deferral / active EE | $12,861 | $6,526+97.1% | $8,363+53.8% | $4,028+219.3% |
| Admin fee / account holder | $6,134 | $7,718-20.5% | $11,613-47.2% | $5,404+13.5% |