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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 | $169,904 | $71,873+136.4% | $86,698+96.0% | $68,490+148.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -12.74% | 3.54%-16.3pp | 35.96%-48.7pp | -7.85%-4.9pp |
| Employer contribution / active EE | $3,126 | $2,173+43.8% | $2,837+10.2% | $2,597+20.4% |
| Participant deferral / active EE | $4,794 | $3,779+26.8% | $4,656+2.9% | $4,028+19.0% |
| Admin fee / account holder | $3,496 | $6,110-42.8% | $7,492-53.3% | $5,403-35.3% |