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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 | $185,909 | $81,870+127.1% | $119,634+55.4% | $68,490+171.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.33% | -23.82%+9.5pp | -14.98%+0.7pp | -7.85%-6.5pp |
| Employer contribution / active EE | $15,215 | $2,692+465.2% | $4,232+259.5% | $2,597+485.9% |
| Participant deferral / active EE | $5,106 | $4,148+23.1% | $5,601-8.8% | $4,028+26.8% |
| Admin fee / account holder | $6,336 | $6,583-3.8% | $10,329-38.7% | $5,403+17.3% |