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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 | $143,220 | $64,729+121.3% | $112,263+27.6% | $68,490+109.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -3.31% | -11.40%+8.1pp | 27.49%-30.8pp | -7.85%+4.5pp |
| Employer contribution / active EE | $12,987 | $2,746+373.0% | $3,636+257.2% | $2,597+400.1% |
| Participant deferral / active EE | $4,651 | $3,566+30.4% | $4,729-1.7% | $4,028+15.5% |
| Admin fee / account holder | $14,239 | $5,222+172.7% | $6,410+122.1% | $5,403+163.5% |