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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 | $196,069 | $112,300+74.6% | $90,223+117.3% | $125,389+56.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -1.54% | -0.57%-1.0pp | 1.31%-2.8pp | 282.24%-283.8pp |
| Employer contribution / active EE | $3,313 | $5,181-36.1% | $4,378-24.3% | $4,866-31.9% |
| Participant deferral / active EE | $10,241 | $6,733+52.1% | $5,792+76.8% | $5,352+91.4% |
| Admin fee / account holder | $1,209 | $10,990-89.0% | $7,406-83.7% | $9,541-87.3% |