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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 | $110,530 | $175,646-37.1% | $129,118-14.4% | $134,545-17.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -12.48% | -11.39%-1.1pp | -10.94%-1.5pp | 418.37%-430.9pp |
| Employer contribution / active EE | $4,980 | $6,355-21.6% | $5,051-1.4% | $4,742+5.0% |
| Participant deferral / active EE | $10,548 | $7,970+32.3% | $6,539+61.3% | $6,401+64.8% |
| Admin fee / account holder | $20,492 | $23,578-13.1% | $14,305+43.3% | $11,431+79.3% |