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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 | $195,508 | $82,324+137.5% | $68,803+184.2% | $134,545+45.3% |
| Participation rate | 95.5% | 75.1%+20.4pp | 69.0%+26.4pp | 81.2%+14.2pp |
| Annual return | -15.65% | -2.17%-13.5pp | -6.37%-9.3pp | 418.37%-434.0pp |
| Employer contribution / active EE | $919 | $3,302-72.2% | $2,656-65.4% | $4,742-80.6% |
| Participant deferral / active EE | $7,473 | $4,740+57.7% | $3,942+89.6% | $6,401+16.7% |
| Admin fee / account holder | $802 | $6,485-87.6% | $4,936-83.8% | $11,431-93.0% |