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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 | $105,029 | $81,870+28.3% | $119,608-12.2% | $68,495+53.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -10.31% | -23.82%+13.5pp | -14.98%+4.7pp | -7.84%-2.5pp |
| Employer contribution / active EE | $7,816 | $2,692+190.4% | $4,232+84.7% | $2,596+201.0% |
| Participant deferral / active EE | $7,140 | $4,148+72.1% | $5,601+27.5% | $4,028+77.3% |
| Admin fee / account holder | $26,538 | $6,583+303.1% | $10,326+157.0% | $5,403+391.1% |