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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 | $163,732 | $71,873+127.8% | $86,698+88.9% | $68,490+139.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -12.16% | 3.54%-15.7pp | 35.96%-48.1pp | -7.85%-4.3pp |
| Employer contribution / active EE | $4,201 | $2,173+93.3% | $2,837+48.1% | $2,597+61.8% |
| Participant deferral / active EE | $4,632 | $3,779+22.6% | $4,656-0.5% | $4,028+15.0% |
| Admin fee / account holder | $4,187 | $6,110-31.5% | $7,492-44.1% | $5,403-22.5% |