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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 | $168,685 | $142,358+18.5% | $119,615+41.0% | $134,493+25.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.69% | -12.46%-4.2pp | -14.98%-1.7pp | 418.01%-434.7pp |
| Employer contribution / active EE | $11,222 | $5,223+114.9% | $4,232+165.2% | $4,740+136.8% |
| Participant deferral / active EE | $7,183 | $6,470+11.0% | $5,602+28.2% | $6,400+12.2% |
| Admin fee / account holder | $2,901 | $13,585-78.6% | $10,324-71.9% | $11,425-74.6% |