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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 | $172,518 | $105,866+63.0% | $90,766+90.1% | $134,545+28.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.34% | -10.99%-5.3pp | -12.16%-4.2pp | 418.37%-434.7pp |
| Employer contribution / active EE | $8,503 | $3,464+145.5% | $2,922+191.0% | $4,742+79.3% |
| Participant deferral / active EE | $13,915 | $5,217+166.7% | $4,565+204.8% | $6,401+117.4% |
| Admin fee / account holder | $7,428 | $13,938-46.7% | $8,446-12.1% | $11,431-35.0% |