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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 | $114,016 | $56,339+102.4% | $104,301+9.3% | $68,486+66.5% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -1.39% | -9.19%+7.8pp | 24.61%-26.0pp | -7.85%+6.5pp |
| Employer contribution / active EE | $7,490 | $1,960+282.1% | $3,373+122.1% | $2,597+188.5% |
| Participant deferral / active EE | $6,606 | $3,077+114.7% | $4,626+42.8% | $4,028+64.0% |
| Admin fee / account holder | $2,199 | $4,902-55.1% | $7,340-70.0% | $5,404-59.3% |