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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 | $145,153 | $167,533-13.4% | $151,645-4.3% | $134,545+7.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.53% | 7.81%-22.3pp | 3.34%-17.9pp | 418.37%-432.9pp |
| Employer contribution / active EE | $2,284 | $6,828-66.5% | $6,165-63.0% | $4,742-51.8% |
| Participant deferral / active EE | $4,984 | $8,985-44.5% | $8,363-40.4% | $6,401-22.1% |
| Admin fee / account holder | $166,745 | $13,781+1110.0% | $11,614+1335.8% | $11,431+1358.8% |