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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 | $246,636 | $110,083+124.0% | $151,645+62.6% | $68,490+260.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.66% | -10.12%-4.5pp | 3.34%-18.0pp | -7.85%-6.8pp |
| Employer contribution / active EE | $9,247 | $4,470+106.9% | $6,165+50.0% | $2,597+256.1% |
| Participant deferral / active EE | $13,649 | $6,526+109.1% | $8,363+63.2% | $4,028+238.9% |
| Admin fee / account holder | $3,127 | $7,718-59.5% | $11,614-73.1% | $5,403-42.1% |