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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 | $130,094 | $133,981-2.9% | $112,249+15.9% | $134,532-3.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.52% | 47.16%-62.7pp | 27.48%-43.0pp | 418.27%-433.8pp |
| Employer contribution / active EE | $1,492 | $4,040-63.1% | $3,636-59.0% | $4,741-68.5% |
| Participant deferral / active EE | $14,028 | $5,292+165.1% | $4,729+196.6% | $6,401+119.2% |
| Admin fee / account holder | $1,535 | $7,492-79.5% | $6,412-76.1% | $11,429-86.6% |