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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 | $181,717 | $99,032+83.5% | $80,022+127.1% | $135,379+34.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.99% | 15.39%-20.4pp | 11.22%-16.2pp | 519.79%-524.8pp |
| Employer contribution / active EE | $2,509 | $3,043-17.6% | $2,468+1.7% | $4,779-47.5% |
| Participant deferral / active EE | $5,757 | $4,282+34.4% | $3,686+56.2% | $5,609+2.6% |
| Admin fee / account holder | $623 | $10,436-94.0% | $6,521-90.4% | $10,828-94.2% |