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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 | $138,780 | $83,908+65.4% | $68,509+102.6% | $125,389+10.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -2.69% | 14.48%-17.2pp | 8.27%-11.0pp | 282.24%-284.9pp |
| Employer contribution / active EE | $6,522 | $3,031+115.2% | $2,278+186.3% | $4,866+34.0% |
| Participant deferral / active EE | $8,742 | $4,125+111.9% | $3,382+158.5% | $5,352+63.4% |
| Admin fee / account holder | $1,253 | $8,982-86.0% | $5,275-76.2% | $9,541-86.9% |