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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 | $123,596 | $133,998-7.8% | $112,263+10.1% | $134,545-8.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.27% | 47.17%-64.4pp | 27.49%-44.8pp | 418.37%-435.6pp |
| Employer contribution / active EE | $2,670 | $4,040-33.9% | $3,636-26.6% | $4,742-43.7% |
| Participant deferral / active EE | $3,645 | $5,292-31.1% | $4,729-22.9% | $6,401-43.1% |
| Admin fee / account holder | $424 | $7,493-94.3% | $6,410-93.4% | $11,431-96.3% |