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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 | $164,880 | $94,529+74.4% | $140,019+17.8% | $64,173+156.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -7.16% | 7.77%-14.9pp | 651.17%-658.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $4,822 | $3,812+26.5% | $5,605-14.0% | $2,381+102.5% |
| Participant deferral / active EE | $13,300 | $5,250+153.3% | $6,927+92.0% | $3,470+283.3% |
| Admin fee / account holder | $1,357 | $6,741-79.9% | $10,705-87.3% | $4,887-72.2% |