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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 | $124,779 | $158,852-21.4% | $121,220+2.9% | $135,380-7.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -6.71% | -0.64%-6.1pp | 16.94%-23.7pp | 519.81%-526.5pp |
| Employer contribution / active EE | $2,691 | $5,666-52.5% | $4,023-33.1% | $4,779-43.7% |
| Participant deferral / active EE | $12,383 | $4,006+209.1% | $3,345+270.2% | $5,609+120.8% |
| Admin fee / account holder | $4,640 | $6,515-28.8% | $5,021-7.6% | $10,828-57.1% |