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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 | $137,817 | $154,193-10.6% | $130,045+6.0% | $139,466-1.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.49% | 32.51%-19.0pp | -137.30%+150.8pp | 373.66%-360.2pp |
| Employer contribution / active EE | $3,509 | $5,292-33.7% | $4,321-18.8% | $4,754-26.2% |
| Participant deferral / active EE | $4,632 | $6,709-31.0% | $5,820-20.4% | $6,712-31.0% |
| Admin fee / account holder | $1,429 | $13,989-89.8% | $10,600-86.5% | $11,409-87.5% |