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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 | $182,736 | $147,167+24.2% | $111,392+64.0% | $135,380+35.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -8.17% | -4.44%-3.7pp | -2.06%-6.1pp | 519.81%-528.0pp |
| Employer contribution / active EE | $4,743 | $5,204-8.9% | $4,328+9.6% | $4,779-0.8% |
| Participant deferral / active EE | $11,084 | $6,565+68.8% | $5,567+99.1% | $5,609+97.6% |
| Admin fee / account holder | $2,469 | $20,270-87.8% | $12,266-79.9% | $10,828-77.2% |