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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 | $117,383 | $64,729+81.3% | $112,263+4.6% | $68,490+71.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -16.05% | -11.40%-4.6pp | 27.49%-43.5pp | -7.85%-8.2pp |
| Employer contribution / active EE | $6,013 | $2,746+119.0% | $3,636+65.4% | $2,597+131.6% |
| Participant deferral / active EE | $7,224 | $3,566+102.6% | $4,729+52.7% | $4,028+79.3% |
| Admin fee / account holder | $16,214 | $5,222+210.5% | $6,410+152.9% | $5,403+200.1% |