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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 | $135,745 | $211,946-36.0% | $169,452-19.9% | $135,380+0.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.42% | 3.26%-10.7pp | 1.83%-9.3pp | 519.81%-527.2pp |
| Employer contribution / active EE | $4,286 | $5,117-16.2% | $4,157+3.1% | $4,779-10.3% |
| Participant deferral / active EE | $5,863 | $6,075-3.5% | $5,277+11.1% | $5,609+4.5% |
| Admin fee / account holder | $1,186 | $11,472-89.7% | $9,110-87.0% | $10,828-89.0% |