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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 | $181,138 | $97,020+86.7% | $83,322+117.4% | $135,379+33.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.65% | 12.31%-17.0pp | 10.64%-15.3pp | 519.79%-524.4pp |
| Employer contribution / active EE | $4,302 | $4,144+3.8% | $3,379+27.3% | $4,779-10.0% |
| Participant deferral / active EE | $12,172 | $5,964+104.1% | $5,565+118.7% | $5,609+117.0% |
| Admin fee / account holder | $5,512 | $8,426-34.6% | $7,540-26.9% | $10,828-49.1% |