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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 | $164,566 | $71,891+128.9% | $86,690+89.8% | $68,498+140.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.94% | 3.53%-17.5pp | 35.93%-49.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $6,458 | $2,173+197.2% | $2,837+127.7% | $2,596+148.7% |
| Participant deferral / active EE | $7,641 | $3,779+102.2% | $4,656+64.1% | $4,027+89.7% |
| Admin fee / account holder | $5,351 | $6,112-12.5% | $7,490-28.6% | $5,403-1.0% |