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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 | $202,296 | $211,946-4.6% | $169,452+19.4% | $135,379+49.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.73% | 3.26%-10.0pp | 1.83%-8.6pp | 519.79%-526.5pp |
| Employer contribution / active EE | $3,635 | $5,117-29.0% | $4,157-12.6% | $4,779-23.9% |
| Participant deferral / active EE | $13,527 | $6,075+122.6% | $5,277+156.3% | $5,609+141.2% |
| Admin fee / account holder | $4,025 | $11,472-64.9% | $9,110-55.8% | $10,828-62.8% |