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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 | $155,603 | $211,946-26.6% | $169,452-8.2% | $135,380+14.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.26% | 3.26%-8.5pp | 1.83%-7.1pp | 519.81%-525.1pp |
| Employer contribution / active EE | $10,533 | $5,117+105.8% | $4,157+153.4% | $4,779+120.4% |
| Participant deferral / active EE | $9,694 | $6,075+59.6% | $5,277+83.7% | $5,609+72.8% |
| Admin fee / account holder | $2,707 | $11,472-76.4% | $9,110-70.3% | $10,828-75.0% |