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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 | $170,192 | $92,219+84.6% | $76,767+121.7% | $135,380+25.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.30% | 5.46%-12.8pp | 2.43%-9.7pp | 519.81%-527.1pp |
| Employer contribution / active EE | $3,964 | $3,216+23.3% | $2,485+59.5% | $4,779-17.1% |
| Participant deferral / active EE | $7,852 | $4,508+74.2% | $3,852+103.9% | $5,609+40.0% |
| Admin fee / account holder | $11,738 | $10,749+9.2% | $6,675+75.8% | $10,828+8.4% |