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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 | $115,845 | $133,981-13.5% | $112,249+3.2% | $134,532-13.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.90% | 47.16%-66.1pp | 27.48%-46.4pp | 418.27%-437.2pp |
| Employer contribution / active EE | $3,413 | $4,040-15.5% | $3,636-6.1% | $4,741-28.0% |
| Participant deferral / active EE | $7,708 | $5,292+45.7% | $4,729+63.0% | $6,401+20.4% |
| Admin fee / account holder | $1,576 | $7,492-79.0% | $6,412-75.4% | $11,429-86.2% |