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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 | $175,375 | $64,719+171.0% | $112,249+56.2% | $68,486+156.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.22% | -11.40%-5.8pp | 27.48%-44.7pp | -7.85%-9.4pp |
| Employer contribution / active EE | $2,940 | $2,747+7.1% | $3,636-19.1% | $2,597+13.2% |
| Participant deferral / active EE | $10,463 | $3,565+193.5% | $4,729+121.3% | $4,028+159.8% |
| Admin fee / account holder | $3,902 | $5,232-25.4% | $6,412-39.2% | $5,404-27.8% |