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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 | $143,761 | $82,288+74.7% | $68,794+109.0% | $134,509+6.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -12.24% | -2.19%-10.1pp | -6.37%-5.9pp | 418.13%-430.4pp |
| Employer contribution / active EE | $5,111 | $3,301+54.8% | $2,656+92.5% | $4,741+7.8% |
| Participant deferral / active EE | $1,621 | $4,738-65.8% | $3,941-58.9% | $6,400-74.7% |
| Admin fee / account holder | $2,188 | $6,482-66.2% | $4,934-55.7% | $11,427-80.9% |