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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 | $132,667 | $100,811+31.6% | $86,698+53.0% | $134,545-1.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.03% | 29.11%-47.1pp | 35.96%-54.0pp | 418.37%-436.4pp |
| Employer contribution / active EE | $1,736 | $3,490-50.3% | $2,837-38.8% | $4,742-63.4% |
| Participant deferral / active EE | $17,317 | $5,339+224.3% | $4,656+271.9% | $6,401+170.5% |
| Admin fee / account holder | $9,261 | $10,926-15.2% | $7,492+23.6% | $11,431-19.0% |