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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 | $152,332 | $83,908+81.5% | $68,509+122.4% | $125,389+21.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -2.05% | 14.48%-16.5pp | 8.27%-10.3pp | 282.24%-284.3pp |
| Employer contribution / active EE | $12,813 | $3,031+322.7% | $2,278+462.5% | $4,866+163.3% |
| Participant deferral / active EE | $8,935 | $4,125+116.6% | $3,382+164.2% | $5,352+67.0% |
| Admin fee / account holder | $7,803 | $8,982-13.1% | $5,275+47.9% | $9,541-18.2% |