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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 | $126,170 | $140,578-10.2% | $100,671+25.3% | $125,389+0.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -3.17% | 24.67%-27.8pp | 20.43%-23.6pp | 282.24%-285.4pp |
| Employer contribution / active EE | $5,657 | $5,965-5.2% | $4,012+41.0% | $4,866+16.2% |
| Participant deferral / active EE | $6,000 | $3,981+50.7% | $3,144+90.9% | $5,352+12.1% |
| Admin fee / account holder | $1,862 | $6,716-72.3% | $4,850-61.6% | $9,541-80.5% |