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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 | $159,899 | $87,546+82.6% | $75,784+111.0% | $125,389+27.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.94% | 13.49%-15.4pp | 9.68%-11.6pp | 282.24%-284.2pp |
| Employer contribution / active EE | $15,608 | $3,930+297.1% | $3,323+369.6% | $4,866+220.7% |
| Participant deferral / active EE | $4,841 | $4,230+14.4% | $3,652+32.6% | $5,352-9.5% |
| Admin fee / account holder | $3,145 | $6,503-51.6% | $5,300-40.7% | $9,541-67.0% |