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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 | $167,468 | $107,809+55.3% | $90,657+84.7% | $135,380+23.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -6.94% | -0.90%-6.0pp | 1.89%-8.8pp | 519.81%-526.7pp |
| Employer contribution / active EE | $3,517 | $3,018+16.6% | $2,532+38.9% | $4,779-26.4% |
| Participant deferral / active EE | $12,235 | $3,872+216.0% | $3,424+257.3% | $5,609+118.1% |
| Admin fee / account holder | $8,198 | $5,931+38.2% | $4,994+64.2% | $10,828-24.3% |