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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 | $151,604 | $64,719+134.3% | $112,249+35.1% | $68,486+121.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -11.32% | -11.40%+0.1pp | 27.48%-38.8pp | -7.85%-3.5pp |
| Employer contribution / active EE | $4,010 | $2,747+46.0% | $3,636+10.3% | $2,597+54.4% |
| Participant deferral / active EE | $5,135 | $3,565+44.0% | $4,729+8.6% | $4,028+27.5% |
| Admin fee / account holder | $10,928 | $5,232+108.8% | $6,412+70.4% | $5,404+102.2% |