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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 | $167,614 | $87,546+91.5% | $75,784+121.2% | $125,389+33.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.95% | 13.49%-16.4pp | 9.68%-12.6pp | 282.24%-285.2pp |
| Employer contribution / active EE | $8,220 | $3,930+109.1% | $3,323+147.3% | $4,866+68.9% |
| Participant deferral / active EE | $7,790 | $4,230+84.2% | $3,652+113.3% | $5,352+45.6% |
| Admin fee / account holder | $3,103 | $6,503-52.3% | $5,300-41.5% | $9,541-67.5% |