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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 | $163,354 | $77,817+109.9% | $123,553+32.2% | $64,173+154.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.08% | 12.49%-18.6pp | 119.21%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,796 | $3,014-7.2% | $4,628-39.6% | $2,381+17.4% |
| Participant deferral / active EE | $5,716 | $5,240+9.1% | $6,426-11.0% | $3,470+64.7% |
| Admin fee / account holder | $6,848 | $5,519+24.1% | $9,284-26.2% | $4,887+40.1% |