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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 | $172,670 | $211,946-18.5% | $169,452+1.9% | $135,380+27.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.79% | 3.26%-8.1pp | 1.83%-6.6pp | 519.81%-524.6pp |
| Employer contribution / active EE | $2,053 | $5,117-59.9% | $4,157-50.6% | $4,779-57.0% |
| Participant deferral / active EE | $6,039 | $6,075-0.6% | $5,277+14.4% | $5,609+7.7% |
| Admin fee / account holder | $31,961 | $11,472+178.6% | $9,110+250.9% | $10,828+195.2% |