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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 | $164,982 | $64,732+154.9% | $112,270+47.0% | $68,494+140.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.33% | -11.40%-5.9pp | 27.49%-44.8pp | -7.86%-9.5pp |
| Employer contribution / active EE | $3,431 | $2,746+24.9% | $3,635-5.6% | $2,597+32.1% |
| Participant deferral / active EE | $4,979 | $3,566+39.6% | $4,729+5.3% | $4,028+23.6% |
| Admin fee / account holder | $4,166 | $5,222-20.2% | $6,411-35.0% | $5,403-22.9% |