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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 | $170,672 | $64,729+163.7% | $112,263+52.0% | $68,490+149.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -9.52% | -11.40%+1.9pp | 27.49%-37.0pp | -7.85%-1.7pp |
| Employer contribution / active EE | $9,328 | $2,746+239.7% | $3,636+156.5% | $2,597+259.2% |
| Participant deferral / active EE | $1,791 | $3,566-49.8% | $4,729-62.1% | $4,028-55.5% |
| Admin fee / account holder | $1,502 | $5,222-71.2% | $6,410-76.6% | $5,403-72.2% |