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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 | $168,381 | $211,946-20.6% | $169,452-0.6% | $135,380+24.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.26% | 3.26%-9.5pp | 1.83%-8.1pp | 519.81%-526.1pp |
| Employer contribution / active EE | $4,048 | $5,117-20.9% | $4,157-2.6% | $4,779-15.3% |
| Participant deferral / active EE | $19,372 | $6,075+218.9% | $5,277+267.1% | $5,609+245.4% |
| Admin fee / account holder | $5,112 | $11,472-55.4% | $9,110-43.9% | $10,828-52.8% |