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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 | $192,985 | $158,852+21.5% | $121,220+59.2% | $135,380+42.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -7.98% | -0.64%-7.3pp | 16.94%-24.9pp | 519.81%-527.8pp |
| Employer contribution / active EE | $2,250 | $5,666-60.3% | $4,023-44.1% | $4,779-52.9% |
| Participant deferral / active EE | $22,175 | $4,006+453.6% | $3,345+562.9% | $5,609+295.3% |
| Admin fee / account holder | $2,305 | $6,515-64.6% | $5,021-54.1% | $10,828-78.7% |