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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 | $171,541 | $211,946-19.1% | $169,452+1.2% | $135,380+26.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.44% | 3.26%-8.7pp | 1.83%-7.3pp | 519.81%-525.2pp |
| Employer contribution / active EE | $17,707 | $5,117+246.0% | $4,157+326.0% | $4,779+270.5% |
| Participant deferral / active EE | $2,490 | $6,075-59.0% | $5,277-52.8% | $5,609-55.6% |
| Admin fee / account holder | $1,615 | $11,472-85.9% | $9,110-82.3% | $10,828-85.1% |