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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 | $150,204 | $64,729+132.1% | $112,263+33.8% | $68,490+119.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -13.28% | -11.40%-1.9pp | 27.49%-40.8pp | -7.85%-5.4pp |
| Employer contribution / active EE | $6,236 | $2,746+127.1% | $3,636+71.5% | $2,597+140.2% |
| Participant deferral / active EE | $1,760 | $3,566-50.6% | $4,729-62.8% | $4,028-56.3% |
| Admin fee / account holder | $5,114 | $5,222-2.1% | $6,410-20.2% | $5,403-5.3% |