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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 | $147,473 | $99,032+48.9% | $80,022+84.3% | $135,382+8.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -3.78% | 15.39%-19.2pp | 11.22%-15.0pp | 519.77%-523.6pp |
| Employer contribution / active EE | $3,033 | $3,043-0.4% | $2,468+22.9% | $4,779-36.5% |
| Participant deferral / active EE | $8,143 | $4,282+90.2% | $3,686+120.9% | $5,609+45.2% |
| Admin fee / account holder | $17,339 | $10,436+66.1% | $6,521+165.9% | $10,829+60.1% |