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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 | $64,706+81.4% | $112,244+4.6% | $68,498+71.4% |
| Participation rate | 100.0% | 67.1%+32.9pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -16.05% | -11.40%-4.6pp | 27.46%-43.5pp | -7.84%-8.2pp |
| Employer contribution / active EE | $6,013 | $2,746+119.0% | $3,635+65.4% | $2,596+131.6% |
| Participant deferral / active EE | $7,224 | $3,565+102.6% | $4,728+52.8% | $4,027+79.4% |
| Admin fee / account holder | $16,214 | $5,231+210.0% | $6,411+152.9% | $5,403+200.1% |