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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 | $122,901 | $211,946-42.0% | $169,452-27.5% | $135,382-9.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.74% | 3.26%-9.0pp | 1.83%-7.6pp | 519.77%-525.5pp |
| Employer contribution / active EE | $6,883 | $5,117+34.5% | $4,157+65.6% | $4,779+44.0% |
| Participant deferral / active EE | $1,990 | $6,075-67.2% | $5,277-62.3% | $5,609-64.5% |
| Admin fee / account holder | $19,732 | $11,472+72.0% | $9,110+116.6% | $10,829+82.2% |