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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 | $181,733 | $158,852+14.4% | $121,220+49.9% | $135,379+34.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -5.72% | -0.64%-5.1pp | 16.94%-22.7pp | 519.79%-525.5pp |
| Employer contribution / active EE | $14,583 | $5,666+157.4% | $4,023+262.5% | $4,779+205.1% |
| Participant deferral / active EE | $8,167 | $4,006+103.9% | $3,345+144.1% | $5,609+45.6% |
| Admin fee / account holder | $3,451 | $6,515-47.0% | $5,021-31.3% | $10,828-68.1% |