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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 | $171,245 | $64,729+164.6% | $112,263+52.5% | $68,490+150.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -13.06% | -11.40%-1.7pp | 27.49%-40.5pp | -7.85%-5.2pp |
| Employer contribution / active EE | $3,194 | $2,746+16.3% | $3,636-12.1% | $2,597+23.0% |
| Participant deferral / active EE | $3,624 | $3,566+1.6% | $4,729-23.4% | $4,028-10.0% |
| Admin fee / account holder | $6,473 | $5,222+24.0% | $6,410+1.0% | $5,403+19.8% |