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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 | $158,603 | $110,083+44.1% | $151,639+4.6% | $68,486+131.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.91% | -10.12%-7.8pp | 3.34%-21.3pp | -7.85%-10.1pp |
| Employer contribution / active EE | $11,987 | $4,470+168.2% | $6,165+94.4% | $2,597+361.6% |
| Participant deferral / active EE | $15,110 | $6,526+131.5% | $8,363+80.7% | $4,028+275.2% |
| Admin fee / account holder | $2,527 | $7,718-67.3% | $11,613-78.2% | $5,404-53.2% |