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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 | $149,742 | $211,946-29.3% | $169,452-11.6% | $135,382+10.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.16% | 3.26%-11.4pp | 1.83%-10.0pp | 519.77%-527.9pp |
| Employer contribution / active EE | $1,969 | $5,117-61.5% | $4,157-52.6% | $4,779-58.8% |
| Participant deferral / active EE | $10,443 | $6,075+71.9% | $5,277+97.9% | $5,609+86.2% |
| Admin fee / account holder | $1,483 | $11,472-87.1% | $9,110-83.7% | $10,829-86.3% |