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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 | $152,808 | $140,578+8.7% | $100,671+51.8% | $125,389+21.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -0.76% | 24.67%-25.4pp | 20.43%-21.2pp | 282.24%-283.0pp |
| Employer contribution / active EE | $7,950 | $5,965+33.3% | $4,012+98.1% | $4,866+63.4% |
| Participant deferral / active EE | $9,000 | $3,981+126.1% | $3,144+186.3% | $5,352+68.2% |
| Admin fee / account holder | $1,192 | $6,716-82.3% | $4,850-75.4% | $9,541-87.5% |