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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 | $152,299 | $152,651-0.2% | $105,218+44.7% | $125,389+21.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.2%+22.8pp | 83.2%+16.8pp |
| Annual return | -2.02% | 8.24%-10.3pp | 5.33%-7.4pp | 282.24%-284.3pp |
| Employer contribution / active EE | $3,292 | $4,802-31.4% | $3,255+1.1% | $4,866-32.3% |
| Participant deferral / active EE | $15,483 | $6,660+132.5% | $4,867+218.2% | $5,352+189.3% |
| Admin fee / account holder | $55,968 | $14,248+292.8% | $6,992+700.4% | $9,541+486.6% |