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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 | $147,740 | $175,646-15.9% | $129,118+14.4% | $134,545+9.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -9.48% | -11.39%+1.9pp | -10.94%+1.5pp | 418.37%-427.9pp |
| Employer contribution / active EE | $4,996 | $6,355-21.4% | $5,051-1.1% | $4,742+5.4% |
| Participant deferral / active EE | $12,117 | $7,970+52.0% | $6,539+85.3% | $6,401+89.3% |
| Admin fee / account holder | $667 | $23,578-97.2% | $14,305-95.3% | $11,431-94.2% |