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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 | $82,277 | $64,716+27.1% | $112,258-26.7% | $68,495+20.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -10.00% | -11.40%+1.4pp | 27.47%-37.5pp | -7.84%-2.2pp |
| Employer contribution / active EE | $7,854 | $2,746+186.0% | $3,636+116.0% | $2,596+202.5% |
| Participant deferral / active EE | $6,314 | $3,565+77.1% | $4,728+33.5% | $4,028+56.8% |
| Admin fee / account holder | $12,782 | $5,232+144.3% | $6,411+99.4% | $5,403+136.6% |