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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 | $155,642 | $87,546+77.8% | $75,784+105.4% | $125,389+24.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.08% | 13.49%-13.6pp | 9.68%-9.8pp | 282.24%-282.3pp |
| Employer contribution / active EE | $4,106 | $3,930+4.5% | $3,323+23.5% | $4,866-15.6% |
| Participant deferral / active EE | $5,832 | $4,230+37.9% | $3,652+59.7% | $5,352+9.0% |
| Admin fee / account holder | $1,456 | $6,503-77.6% | $5,300-72.5% | $9,541-84.7% |