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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 | $172,781 | $77,817+122.0% | $123,553+39.8% | $64,173+169.2% |
| Participation rate | 95.8% | 74.7%+21.1pp | 82.3%+13.5pp | 69.6%+26.3pp |
| Annual return | -0.81% | 12.49%-13.3pp | 119.21%-120.0pp | 7.63%-8.4pp |
| Employer contribution / active EE | $2,769 | $3,014-8.1% | $4,628-40.2% | $2,381+16.3% |
| Participant deferral / active EE | $9,160 | $5,240+74.8% | $6,426+42.6% | $3,470+164.0% |
| Admin fee / account holder | $62,016 | $5,519+1023.7% | $9,284+567.9% | $4,887+1168.9% |