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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 | $165,539 | $142,409+16.2% | $119,634+38.4% | $134,545+23.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.21% | -12.46%+2.3pp | -14.98%+4.8pp | 418.37%-428.6pp |
| Employer contribution / active EE | $3,951 | $5,224-24.4% | $4,232-6.6% | $4,742-16.7% |
| Participant deferral / active EE | $12,798 | $6,468+97.9% | $5,601+128.5% | $6,401+99.9% |
| Admin fee / account holder | $5,324 | $13,594-60.8% | $10,329-48.5% | $11,431-53.4% |