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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 | $185,434 | $110,083+68.5% | $151,645+22.3% | $68,490+170.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.68% | -10.12%-4.6pp | 3.34%-18.0pp | -7.85%-6.8pp |
| Employer contribution / active EE | $5,256 | $4,470+17.6% | $6,165-14.7% | $2,597+102.4% |
| Participant deferral / active EE | $5,259 | $6,526-19.4% | $8,363-37.1% | $4,028+30.6% |
| Admin fee / account holder | $13,848 | $7,718+79.4% | $11,614+19.2% | $5,403+156.3% |