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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 | $82,476 | $134,001-38.5% | $112,258-26.5% | $134,509-38.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.69% | 47.15%-64.8pp | 27.47%-45.2pp | 418.13%-435.8pp |
| Employer contribution / active EE | $2,583 | $4,039-36.0% | $3,636-28.9% | $4,741-45.5% |
| Participant deferral / active EE | $7,397 | $5,291+39.8% | $4,728+56.4% | $6,400+15.6% |
| Admin fee / account holder | $3,964 | $7,491-47.1% | $6,411-38.2% | $11,427-65.3% |