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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 | $182,455 | $99,032+84.2% | $80,022+128.0% | $135,380+34.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.55% | 15.39%-20.9pp | 11.22%-16.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $8,579 | $3,043+181.9% | $2,468+247.6% | $4,779+79.5% |
| Participant deferral / active EE | $6,026 | $4,282+40.7% | $3,686+63.5% | $5,609+7.4% |
| Admin fee / account holder | $13,801 | $10,436+32.2% | $6,521+111.6% | $10,828+27.5% |