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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 | $173,267 | $91,911+88.5% | $68,612+152.5% | $135,380+28.0% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -7.86% | -8.22%+0.4pp | -4.63%-3.2pp | 519.81%-527.7pp |
| Employer contribution / active EE | $2,050 | $3,924-47.7% | $2,625-21.9% | $4,779-57.1% |
| Participant deferral / active EE | $4,229 | $4,315-2.0% | $3,311+27.7% | $5,609-24.6% |
| Admin fee / account holder | $5,848 | $9,240-36.7% | $5,131+14.0% | $10,828-46.0% |