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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 | $140,155 | $85,790+63.4% | $67,313+108.2% | $135,379+3.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.09% | -0.54%-6.5pp | -4.08%-3.0pp | 519.79%-526.9pp |
| Employer contribution / active EE | $3,154 | $3,487-9.6% | $2,566+22.9% | $4,779-34.0% |
| Participant deferral / active EE | $7,871 | $4,651+69.2% | $3,568+120.6% | $5,609+40.3% |
| Admin fee / account holder | $1,217 | $6,392-81.0% | $4,507-73.0% | $10,828-88.8% |