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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 | $114,725 | $100,792+13.8% | $86,691+32.3% | $134,509-14.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.84% | 29.08%-45.9pp | 35.94%-52.8pp | 418.13%-435.0pp |
| Employer contribution / active EE | $1,831 | $3,491-47.5% | $2,837-35.5% | $4,741-61.4% |
| Participant deferral / active EE | $7,288 | $5,339+36.5% | $4,656+56.5% | $6,400+13.9% |
| Admin fee / account holder | $738 | $10,924-93.2% | $7,492-90.2% | $11,427-93.5% |