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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 | $137,920 | $85,790+60.8% | $67,313+104.9% | $135,382+1.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.79% | -0.54%-6.2pp | -4.08%-2.7pp | 519.77%-526.6pp |
| Employer contribution / active EE | $2,556 | $3,487-26.7% | $2,566-0.4% | $4,779-46.5% |
| Participant deferral / active EE | $7,442 | $4,651+60.0% | $3,568+108.6% | $5,609+32.7% |
| Admin fee / account holder | $3,339 | $6,392-47.8% | $4,507-25.9% | $10,829-69.2% |