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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 | $179,738 | $110,083+63.3% | $151,645+18.5% | $68,490+162.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.09% | -10.12%-8.0pp | 3.34%-21.4pp | -7.85%-10.2pp |
| Employer contribution / active EE | $4,903 | $4,470+9.7% | $6,165-20.5% | $2,597+88.8% |
| Participant deferral / active EE | $8,097 | $6,526+24.1% | $8,363-3.2% | $4,028+101.0% |
| Admin fee / account holder | $943 | $7,718-87.8% | $11,614-91.9% | $5,403-82.5% |