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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 | $224,087 | $158,852+41.1% | $121,220+84.9% | $135,379+65.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -9.33% | -0.64%-8.7pp | 16.94%-26.3pp | 519.79%-529.1pp |
| Employer contribution / active EE | $3,965 | $5,666-30.0% | $4,023-1.4% | $4,779-17.0% |
| Participant deferral / active EE | $4,661 | $4,006+16.4% | $3,345+39.3% | $5,609-16.9% |
| Admin fee / account holder | $1,333 | $6,515-79.5% | $5,021-73.4% | $10,828-87.7% |