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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 | $186,184 | $87,546+112.7% | $75,784+145.7% | $125,389+48.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.36% | 13.49%-14.8pp | 9.68%-11.0pp | 282.24%-283.6pp |
| Employer contribution / active EE | $3,094 | $3,930-21.3% | $3,323-6.9% | $4,866-36.4% |
| Participant deferral / active EE | $4,550 | $4,230+7.6% | $3,652+24.6% | $5,352-15.0% |
| Admin fee / account holder | $16,681 | $6,503+156.5% | $5,300+214.7% | $9,541+74.8% |