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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 | $186,365 | $87,546+112.9% | $75,784+145.9% | $125,389+48.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.99% | 13.49%-15.5pp | 9.68%-11.7pp | 282.24%-284.2pp |
| Employer contribution / active EE | $2,282 | $3,930-41.9% | $3,323-31.3% | $4,866-53.1% |
| Participant deferral / active EE | $6,920 | $4,230+63.6% | $3,652+89.5% | $5,352+29.3% |
| Admin fee / account holder | $9,164 | $6,503+40.9% | $5,300+72.9% | $9,541-3.9% |