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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 | $150,247 | $175,646-14.5% | $129,118+16.4% | $134,532+11.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -16.46% | -11.39%-5.1pp | -10.94%-5.5pp | 418.27%-434.7pp |
| Employer contribution / active EE | $4,280 | $6,355-32.6% | $5,051-15.3% | $4,741-9.7% |
| Participant deferral / active EE | $7,192 | $7,970-9.8% | $6,539+10.0% | $6,401+12.4% |
| Admin fee / account holder | $2,397 | $23,578-89.8% | $14,305-83.2% | $11,429-79.0% |