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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 | $185,113 | $87,546+111.4% | $75,784+144.3% | $125,389+47.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.36% | 13.49%-13.8pp | 9.68%-10.0pp | 282.24%-282.6pp |
| Employer contribution / active EE | $2,094 | $3,930-46.7% | $3,323-37.0% | $4,866-57.0% |
| Participant deferral / active EE | $6,851 | $4,230+62.0% | $3,652+87.6% | $5,352+28.0% |
| Admin fee / account holder | $125,481 | $6,503+1829.7% | $5,300+2267.7% | $9,541+1215.2% |