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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 | $169,592 | $90,448+87.5% | $93,786+80.8% | $134,545+26.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -16.32% | -15.71%-0.6pp | -11.32%-5.0pp | 418.37%-434.7pp |
| Employer contribution / active EE | $5,597 | $4,349+28.7% | $4,328+29.3% | $4,742+18.0% |
| Participant deferral / active EE | $3,016 | $5,983-49.6% | $6,100-50.6% | $6,401-52.9% |
| Admin fee / account holder | $2,263 | $9,232-75.5% | $7,184-68.5% | $11,431-80.2% |