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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 | $191,505 | $91,911+108.4% | $68,612+179.1% | $135,379+41.5% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -7.49% | -8.22%+0.7pp | -4.63%-2.9pp | 519.79%-527.3pp |
| Employer contribution / active EE | $2,336 | $3,924-40.5% | $2,625-11.0% | $4,779-51.1% |
| Participant deferral / active EE | $826 | $4,315-80.9% | $3,311-75.1% | $5,609-85.3% |
| Admin fee / account holder | $513 | $9,240-94.5% | $5,131-90.0% | $10,828-95.3% |