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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 | $150,240 | $81,870+83.5% | $119,634+25.6% | $68,490+119.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -16.59% | -23.82%+7.2pp | -14.98%-1.6pp | -7.85%-8.7pp |
| Employer contribution / active EE | $10,660 | $2,692+296.0% | $4,232+151.9% | $2,597+310.5% |
| Participant deferral / active EE | $7,521 | $4,148+81.3% | $5,601+34.3% | $4,028+86.7% |
| Admin fee / account holder | $25,558 | $6,583+288.2% | $10,329+147.4% | $5,403+373.0% |