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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 | $126,176 | $95,895+31.6% | $79,576+58.6% | $134,509-6.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.78% | -2.72%-14.1pp | 0.15%-16.9pp | 418.13%-434.9pp |
| Employer contribution / active EE | $9,135 | $3,128+192.0% | $2,413+278.6% | $4,741+92.7% |
| Participant deferral / active EE | $4,319 | $4,693-8.0% | $3,985+8.4% | $6,400-32.5% |
| Admin fee / account holder | $1,306 | $9,129-85.7% | $6,834-80.9% | $11,427-88.6% |