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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 | $126,814 | $105,867+19.8% | $90,760+39.7% | $134,532-5.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -8.83% | -10.99%+2.2pp | -12.16%+3.3pp | 418.27%-427.1pp |
| Employer contribution / active EE | $5,914 | $3,464+70.7% | $2,922+102.4% | $4,741+24.7% |
| Participant deferral / active EE | $5,425 | $5,217+4.0% | $4,565+18.8% | $6,401-15.2% |
| Admin fee / account holder | $39,837 | $13,936+185.9% | $8,444+371.8% | $11,429+248.6% |