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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 | $229,137 | $113,941+101.1% | $94,229+143.2% | $125,389+82.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.99% | 5.29%-8.3pp | 10.68%-13.7pp | 282.24%-285.2pp |
| Employer contribution / active EE | $4,808 | $4,727+1.7% | $3,587+34.1% | $4,866-1.2% |
| Participant deferral / active EE | $10,493 | $5,179+102.6% | $4,320+142.9% | $5,352+96.1% |
| Admin fee / account holder | $10,936 | $8,392+30.3% | $6,269+74.4% | $9,541+14.6% |