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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 | $216,997 | $71,873+201.9% | $86,698+150.3% | $68,490+216.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.58% | 3.54%-18.1pp | 35.96%-50.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $3,093 | $2,173+42.3% | $2,837+9.0% | $2,597+19.1% |
| Participant deferral / active EE | $6,600 | $3,779+74.7% | $4,656+41.7% | $4,028+63.9% |
| Admin fee / account holder | $1,629 | $6,110-73.3% | $7,492-78.3% | $5,403-69.8% |