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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 | $167,349 | $167,3530% | $143,797+16.4% | $134,545+24.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.44% | 0.48%-16.9pp | -0.04%-16.4pp | 418.37%-434.8pp |
| Employer contribution / active EE | $3,900 | $5,620-30.6% | $4,952-21.2% | $4,742-17.7% |
| Participant deferral / active EE | $7,181 | $6,447+11.4% | $5,638+27.4% | $6,401+12.2% |
| Admin fee / account holder | $12,091 | $18,096-33.2% | $14,679-17.6% | $11,431+5.8% |