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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 | $145,742 | $211,946-31.2% | $169,452-14.0% | $135,379+7.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.06% | 3.26%-9.3pp | 1.83%-7.9pp | 519.79%-525.8pp |
| Employer contribution / active EE | $3,075 | $5,117-39.9% | $4,157-26.0% | $4,779-35.7% |
| Participant deferral / active EE | $8,156 | $6,075+34.2% | $5,277+54.6% | $5,609+45.4% |
| Admin fee / account holder | $22,794 | $11,472+98.7% | $9,110+150.2% | $10,828+110.5% |