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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 | $160,592 | $82,324+95.1% | $68,803+133.4% | $134,545+19.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -13.57% | -2.17%-11.4pp | -6.37%-7.2pp | 418.37%-431.9pp |
| Employer contribution / active EE | $4,352 | $3,302+31.8% | $2,656+63.9% | $4,742-8.2% |
| Participant deferral / active EE | $5,405 | $4,740+14.0% | $3,942+37.1% | $6,401-15.6% |
| Admin fee / account holder | $3,026 | $6,485-53.3% | $4,936-38.7% | $11,431-73.5% |