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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 | $179,455 | $113,941+57.5% | $94,228+90.4% | $125,388+43.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.57% | 5.29%-7.9pp | 10.68%-13.3pp | 282.24%-284.8pp |
| Employer contribution / active EE | $13,878 | $4,727+193.6% | $3,587+286.9% | $4,866+185.2% |
| Participant deferral / active EE | $3,292 | $5,179-36.4% | $4,320-23.8% | $5,352-38.5% |
| Admin fee / account holder | $4,653 | $8,392-44.5% | $6,269-25.8% | $9,541-51.2% |