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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 | $164,652 | $105,867+55.5% | $90,760+81.4% | $134,532+22.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.15% | -10.99%-6.2pp | -12.16%-5.0pp | 418.27%-435.4pp |
| Employer contribution / active EE | $909 | $3,464-73.8% | $2,922-68.9% | $4,741-80.8% |
| Participant deferral / active EE | $8,581 | $5,217+64.5% | $4,565+88.0% | $6,401+34.1% |
| Admin fee / account holder | $1,088 | $13,936-92.2% | $8,444-87.1% | $11,429-90.5% |