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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 | $245,735 | $113,941+115.7% | $94,229+160.8% | $125,389+96.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.47% | 5.29%-5.8pp | 10.68%-11.2pp | 282.24%-282.7pp |
| Employer contribution / active EE | $2,736 | $4,727-42.1% | $3,587-23.7% | $4,866-43.8% |
| Participant deferral / active EE | $7,079 | $5,179+36.7% | $4,320+63.9% | $5,352+32.3% |
| Admin fee / account holder | $1,960 | $8,392-76.6% | $6,269-68.7% | $9,541-79.5% |