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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 | $202,674 | $158,852+27.6% | $121,220+67.2% | $135,380+49.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -7.03% | -0.64%-6.4pp | 16.94%-24.0pp | 519.81%-526.8pp |
| Employer contribution / active EE | $4,511 | $5,666-20.4% | $4,023+12.1% | $4,779-5.6% |
| Participant deferral / active EE | $7,933 | $4,006+98.1% | $3,345+137.2% | $5,609+41.4% |
| Admin fee / account holder | $932 | $6,515-85.7% | $5,021-81.4% | $10,828-91.4% |