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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 | $121,931 | $95,915+27.1% | $79,580+53.2% | $134,532-9.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.07% | -2.71%-12.4pp | 0.15%-15.2pp | 418.27%-433.3pp |
| Employer contribution / active EE | $1,815 | $3,129-42.0% | $2,413-24.8% | $4,741-61.7% |
| Participant deferral / active EE | $4,364 | $4,693-7.0% | $3,985+9.5% | $6,401-31.8% |
| Admin fee / account holder | $13,255 | $9,132+45.2% | $6,835+93.9% | $11,429+16.0% |