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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 | $134,847 | $76,912+75.3% | $129,110+4.4% | $68,495+96.9% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | -15.14% | -9.78%-5.4pp | -10.94%-4.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $8,851 | $3,243+172.9% | $5,052+75.2% | $2,596+240.9% |
| Participant deferral / active EE | $5,677 | $4,732+20.0% | $6,542-13.2% | $4,028+41.0% |
| Admin fee / account holder | $5,921 | $6,638-10.8% | $14,302-58.6% | $5,403+9.6% |