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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 | $190,895 | $99,032+92.8% | $80,022+138.6% | $135,380+41.0% |
| Participation rate | 87.5% | 78.4%+9.1pp | 75.8%+11.7pp | 82.6%+4.9pp |
| Annual return | -6.25% | 15.39%-21.6pp | 11.22%-17.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $1,021 | $3,043-66.5% | $2,468-58.7% | $4,779-78.6% |
| Participant deferral / active EE | $7,648 | $4,282+78.6% | $3,686+107.5% | $5,609+36.3% |
| Admin fee / account holder | $516 | $10,436-95.1% | $6,521-92.1% | $10,828-95.2% |