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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 | $147,574 | $56,339+161.9% | $104,299+41.5% | $68,490+115.5% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -13.07% | -9.19%-3.9pp | 24.62%-37.7pp | -7.85%-5.2pp |
| Employer contribution / active EE | $5,097 | $1,960+160.1% | $3,373+51.1% | $2,597+96.3% |
| Participant deferral / active EE | $3,640 | $3,077+18.3% | $4,626-21.3% | $4,028-9.6% |
| Admin fee / account holder | $3,168 | $4,902-35.4% | $7,339-56.8% | $5,403-41.4% |