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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 | $163,122 | $64,719+152.0% | $112,249+45.3% | $68,486+138.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.80% | -11.40%-4.4pp | 27.48%-43.3pp | -7.85%-7.9pp |
| Employer contribution / active EE | $4,202 | $2,747+53.0% | $3,636+15.6% | $2,597+61.8% |
| Participant deferral / active EE | $3,830 | $3,565+7.4% | $4,729-19.0% | $4,028-4.9% |
| Admin fee / account holder | $11,543 | $5,232+120.6% | $6,412+80.0% | $5,404+113.6% |