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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 | $167,842 | $97,881+71.5% | $80,004+109.8% | $125,389+33.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -1.69% | 9.36%-11.0pp | 7.63%-9.3pp | 282.24%-283.9pp |
| Employer contribution / active EE | $2,586 | $3,128-17.3% | $2,473+4.6% | $4,866-46.9% |
| Participant deferral / active EE | $2,054 | $3,744-45.1% | $3,204-35.9% | $5,352-61.6% |
| Admin fee / account holder | $7,025 | $6,278+11.9% | $5,033+39.6% | $9,541-26.4% |