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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 | $142,381 | $158,852-10.4% | $121,220+17.5% | $135,380+5.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -6.60% | -0.64%-6.0pp | 16.94%-23.5pp | 519.81%-526.4pp |
| Employer contribution / active EE | $15,981 | $5,666+182.1% | $4,023+297.3% | $4,779+234.4% |
| Participant deferral / active EE | $11,178 | $4,006+179.1% | $3,345+234.1% | $5,609+99.3% |
| Admin fee / account holder | $657 | $6,515-89.9% | $5,021-86.9% | $10,828-93.9% |