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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 | $136,055 | $134,001+1.5% | $112,258+21.2% | $134,509+1.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.29% | 47.15%-61.4pp | 27.47%-41.8pp | 418.13%-432.4pp |
| Employer contribution / active EE | $4,791 | $4,039+18.6% | $3,636+31.8% | $4,741+1.1% |
| Participant deferral / active EE | $11,132 | $5,291+110.4% | $4,728+135.4% | $6,400+73.9% |
| Admin fee / account holder | $850 | $7,491-88.7% | $6,411-86.7% | $11,427-92.6% |