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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 | $89,013 | $53,806+65.4% | $61,491+44.8% | $68,490+30.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -12.85% | -15.68%+2.8pp | -12.98%+0.1pp | -7.85%-5.0pp |
| Employer contribution / active EE | $9,613 | $3,218+198.8% | $4,246+126.4% | $2,597+270.2% |
| Participant deferral / active EE | $5,791 | $3,678+57.4% | $5,188+11.6% | $4,028+43.8% |
| Admin fee / account holder | $3,855 | $5,999-35.7% | $4,312-10.6% | $5,403-28.6% |