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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 | $80,696 | $64,719+24.7% | $112,249-28.1% | $68,486+17.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -13.12% | -11.40%-1.7pp | 27.48%-40.6pp | -7.85%-5.3pp |
| Employer contribution / active EE | $10,240 | $2,747+272.8% | $3,636+181.6% | $2,597+294.4% |
| Participant deferral / active EE | $5,598 | $3,565+57.0% | $4,729+18.4% | $4,028+39.0% |
| Admin fee / account holder | $14,017 | $5,232+167.9% | $6,412+118.6% | $5,404+159.4% |