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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 | $167,095 | $77,817+114.7% | $123,553+35.2% | $64,173+160.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -1.89% | 12.49%-14.4pp | 119.21%-121.1pp | 7.63%-9.5pp |
| Employer contribution / active EE | $1,297 | $3,014-57.0% | $4,628-72.0% | $2,381-45.5% |
| Participant deferral / active EE | $10,641 | $5,240+103.1% | $6,426+65.6% | $3,470+206.7% |
| Admin fee / account holder | $10,174 | $5,519+84.3% | $9,284+9.6% | $4,887+108.2% |