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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 | $131,037 | $87,546+49.7% | $75,784+72.9% | $125,389+4.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.49% | 13.49%-15.0pp | 9.68%-11.2pp | 282.24%-283.7pp |
| Employer contribution / active EE | $3,329 | $3,930-15.3% | $3,323+0.2% | $4,866-31.6% |
| Participant deferral / active EE | $4,355 | $4,230+3.0% | $3,652+19.3% | $5,352-18.6% |
| Admin fee / account holder | $43,781 | $6,503+573.3% | $5,300+726.1% | $9,541+358.9% |