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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 | $192,009 | $71,872+167.2% | $86,691+121.5% | $68,495+180.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -6.92% | 3.53%-10.5pp | 35.94%-42.9pp | -7.84%+0.9pp |
| Employer contribution / active EE | $4,351 | $2,173+100.2% | $2,837+53.4% | $2,596+67.6% |
| Participant deferral / active EE | $5,704 | $3,779+51.0% | $4,656+22.5% | $4,028+41.6% |
| Admin fee / account holder | $1,792 | $6,112-70.7% | $7,492-76.1% | $5,403-66.8% |