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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 | $129,953 | $134,001-3.0% | $112,258+15.8% | $134,509-3.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.32% | 47.15%-65.5pp | 27.47%-45.8pp | 418.13%-436.5pp |
| Employer contribution / active EE | $2,235 | $4,039-44.7% | $3,636-38.5% | $4,741-52.9% |
| Participant deferral / active EE | $5,728 | $5,291+8.3% | $4,728+21.1% | $6,400-10.5% |
| Admin fee / account holder | $1,416 | $7,491-81.1% | $6,411-77.9% | $11,427-87.6% |