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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 | $113,539 | $133,998-15.3% | $112,263+1.1% | $134,545-15.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.13% | 47.17%-62.3pp | 27.49%-42.6pp | 418.37%-433.5pp |
| Employer contribution / active EE | $4,151 | $4,040+2.7% | $3,636+14.2% | $4,742-12.5% |
| Participant deferral / active EE | $12,000 | $5,292+126.7% | $4,729+153.7% | $6,401+87.5% |
| Admin fee / account holder | $2,996 | $7,493-60.0% | $6,410-53.3% | $11,431-73.8% |