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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 | $193,789 | $64,729+199.4% | $112,263+72.6% | $68,490+182.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.62% | -11.40%-4.2pp | 27.49%-43.1pp | -7.85%-7.8pp |
| Employer contribution / active EE | $6,546 | $2,746+138.4% | $3,636+80.0% | $2,597+152.1% |
| Participant deferral / active EE | $7,749 | $3,566+117.3% | $4,729+63.8% | $4,028+92.4% |
| Admin fee / account holder | $2,742 | $5,222-47.5% | $6,410-57.2% | $5,403-49.3% |