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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 | $128,825 | $87,705+46.9% | $63,517+102.8% | $125,393+2.7% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -0.92% | 21.70%-22.6pp | -70.30%+69.4pp | 282.23%-283.2pp |
| Employer contribution / active EE | $10,170 | $3,601+182.4% | $2,322+338.0% | $4,866+109.0% |
| Participant deferral / active EE | $4,725 | $3,939+19.9% | $2,953+60.0% | $5,351-11.7% |
| Admin fee / account holder | $11,876 | $11,948-0.6% | $5,892+101.6% | $9,541+24.5% |