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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 | $141,053 | $99,032+42.4% | $80,022+76.3% | $135,380+4.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.52% | 15.39%-20.9pp | 11.22%-16.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $3,719 | $3,043+22.2% | $2,468+50.7% | $4,779-22.2% |
| Participant deferral / active EE | $6,438 | $4,282+50.3% | $3,686+74.7% | $5,609+14.8% |
| Admin fee / account holder | $10,660 | $10,436+2.1% | $6,521+63.5% | $10,828-1.6% |