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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 | $182,639 | $211,946-13.8% | $169,452+7.8% | $135,380+34.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.71% | 3.26%-10.0pp | 1.83%-8.5pp | 519.81%-526.5pp |
| Employer contribution / active EE | $1,611 | $5,117-68.5% | $4,157-61.3% | $4,779-66.3% |
| Participant deferral / active EE | $12,250 | $6,075+101.6% | $5,277+132.1% | $5,609+118.4% |
| Admin fee / account holder | $1,711 | $11,472-85.1% | $9,110-81.2% | $10,828-84.2% |