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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 | $184,919 | $105,861+74.7% | $90,756+103.8% | $134,509+37.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -4.96% | -10.99%+6.0pp | -12.16%+7.2pp | 418.13%-423.1pp |
| Employer contribution / active EE | $2,892 | $3,463-16.5% | $2,922-1.0% | $4,741-39.0% |
| Participant deferral / active EE | $13,202 | $5,217+153.1% | $4,565+189.2% | $6,400+106.3% |
| Admin fee / account holder | $5,806 | $13,938-58.3% | $8,445-31.3% | $11,427-49.2% |