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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 | $105,397 | $64,729+62.8% | $112,263-6.1% | $68,490+53.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -16.71% | -11.40%-5.3pp | 27.49%-44.2pp | -7.85%-8.9pp |
| Employer contribution / active EE | $11,742 | $2,746+327.6% | $3,636+222.9% | $2,597+352.2% |
| Participant deferral / active EE | $8,432 | $3,566+136.5% | $4,729+78.3% | $4,028+109.3% |
| Admin fee / account holder | $2,138 | $5,222-59.1% | $6,410-66.6% | $5,403-60.4% |