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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 | $178,896 | $211,946-15.6% | $169,452+5.6% | $135,380+32.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.32% | 3.26%-8.6pp | 1.83%-7.1pp | 519.81%-525.1pp |
| Employer contribution / active EE | $2,900 | $5,117-43.3% | $4,157-30.2% | $4,779-39.3% |
| Participant deferral / active EE | $9,587 | $6,075+57.8% | $5,277+81.7% | $5,609+70.9% |
| Admin fee / account holder | $4,272 | $11,472-62.8% | $9,110-53.1% | $10,828-60.6% |