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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 | $178,794 | $105,867+68.9% | $90,760+97.0% | $134,532+32.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -11.17% | -10.99%-0.2pp | -12.16%+1.0pp | 418.27%-429.4pp |
| Employer contribution / active EE | $2,363 | $3,464-31.8% | $2,922-19.1% | $4,741-50.2% |
| Participant deferral / active EE | $6,517 | $5,217+24.9% | $4,565+42.8% | $6,401+1.8% |
| Admin fee / account holder | $1,902 | $13,936-86.4% | $8,444-77.5% | $11,429-83.4% |