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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 | $149,361 | $211,946-29.5% | $169,452-11.9% | $135,380+10.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.88% | 3.26%-11.1pp | 1.83%-9.7pp | 519.81%-527.7pp |
| Employer contribution / active EE | $7,966 | $5,117+55.7% | $4,157+91.6% | $4,779+66.7% |
| Participant deferral / active EE | $10,621 | $6,075+74.8% | $5,277+101.3% | $5,609+89.4% |
| Admin fee / account holder | $461 | $11,472-96.0% | $9,110-94.9% | $10,828-95.7% |