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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 | $213,351 | $158,852+34.3% | $121,220+76.0% | $135,380+57.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -6.69% | -0.64%-6.1pp | 16.94%-23.6pp | 519.81%-526.5pp |
| Employer contribution / active EE | $4,377 | $5,666-22.7% | $4,023+8.8% | $4,779-8.4% |
| Participant deferral / active EE | $4,341 | $4,006+8.4% | $3,345+29.8% | $5,609-22.6% |
| Admin fee / account holder | $1,432 | $6,515-78.0% | $5,021-71.5% | $10,828-86.8% |