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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 | $163,757 | $113,941+43.7% | $94,229+73.8% | $125,389+30.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.95% | 5.29%-8.2pp | 10.68%-13.6pp | 282.24%-285.2pp |
| Employer contribution / active EE | $6,661 | $4,727+40.9% | $3,587+85.7% | $4,866+36.9% |
| Participant deferral / active EE | $5,184 | $5,179+0.1% | $4,320+20.0% | $5,352-3.1% |
| Admin fee / account holder | $1,689 | $8,392-79.9% | $6,269-73.1% | $9,541-82.3% |