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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 | $141,447 | $175,600-19.4% | $129,110+9.6% | $134,509+5.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -18.92% | -11.39%-7.5pp | -10.94%-8.0pp | 418.13%-437.1pp |
| Employer contribution / active EE | $2,439 | $6,355-61.6% | $5,052-51.7% | $4,741-48.6% |
| Participant deferral / active EE | $9,890 | $7,975+24.0% | $6,542+51.2% | $6,400+54.5% |
| Admin fee / account holder | $2,832 | $23,567-88.0% | $14,302-80.2% | $11,427-75.2% |