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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 | $130,384 | $134,001-2.7% | $112,258+16.1% | $134,509-3.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.45% | 47.15%-60.6pp | 27.47%-40.9pp | 418.13%-431.6pp |
| Employer contribution / active EE | $2,382 | $4,039-41.0% | $3,636-34.5% | $4,741-49.8% |
| Participant deferral / active EE | $5,320 | $5,291+0.5% | $4,728+12.5% | $6,400-16.9% |
| Admin fee / account holder | $1,564 | $7,491-79.1% | $6,411-75.6% | $11,427-86.3% |