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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 | $139,546 | $87,546+59.4% | $75,784+84.1% | $125,389+11.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.83% | 13.49%-16.3pp | 9.68%-12.5pp | 282.24%-285.1pp |
| Employer contribution / active EE | $2,264 | $3,930-42.4% | $3,323-31.9% | $4,866-53.5% |
| Participant deferral / active EE | $7,550 | $4,230+78.5% | $3,652+106.8% | $5,352+41.1% |
| Admin fee / account holder | $21,026 | $6,503+223.3% | $5,300+296.7% | $9,541+120.4% |