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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 | $152,190 | $75,935+100.4% | $60,547+151.4% | $125,389+21.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -1.24% | -5.38%+4.1pp | 335.64%-336.9pp | 282.24%-283.5pp |
| Employer contribution / active EE | $2,210 | $3,438-35.7% | $2,419-8.6% | $4,866-54.6% |
| Participant deferral / active EE | $3,958 | $4,506-12.2% | $3,328+18.9% | $5,352-26.0% |
| Admin fee / account holder | $6,136 | $6,768-9.3% | $4,536+35.3% | $9,541-35.7% |