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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 | $121,274 | $71,872+68.7% | $86,691+39.9% | $68,495+77.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -4.58% | 3.53%-8.1pp | 35.94%-40.5pp | -7.84%+3.3pp |
| Employer contribution / active EE | $10,687 | $2,173+391.8% | $2,837+276.7% | $2,596+311.6% |
| Participant deferral / active EE | $2,762 | $3,779-26.9% | $4,656-40.7% | $4,028-31.4% |
| Admin fee / account holder | $2,382 | $6,112-61.0% | $7,492-68.2% | $5,403-55.9% |