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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 | $196,197 | $152,651+28.5% | $105,218+86.5% | $125,389+56.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.2%+22.8pp | 83.2%+16.8pp |
| Annual return | -1.35% | 8.24%-9.6pp | 5.33%-6.7pp | 282.24%-283.6pp |
| Employer contribution / active EE | $6,012 | $4,802+25.2% | $3,255+84.7% | $4,866+23.5% |
| Participant deferral / active EE | $5,685 | $6,660-14.6% | $4,867+16.8% | $5,352+6.2% |
| Admin fee / account holder | $1,831 | $14,248-87.2% | $6,992-73.8% | $9,541-80.8% |