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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 | $154,909 | $95,915+61.5% | $79,580+94.7% | $134,532+15.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -8.24% | -2.71%-5.5pp | 0.15%-8.4pp | 418.27%-426.5pp |
| Employer contribution / active EE | $3,579 | $3,129+14.4% | $2,413+48.3% | $4,741-24.5% |
| Participant deferral / active EE | $5,542 | $4,693+18.1% | $3,985+39.1% | $6,401-13.4% |
| Admin fee / account holder | $896 | $9,132-90.2% | $6,835-86.9% | $11,429-92.2% |