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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 | $121,026 | $100,805+20.1% | $86,698+39.6% | $134,532-10.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.75% | 29.09%-47.8pp | 35.95%-54.7pp | 418.27%-437.0pp |
| Employer contribution / active EE | $3,638 | $3,490+4.2% | $2,837+28.3% | $4,741-23.3% |
| Participant deferral / active EE | $5,888 | $5,339+10.3% | $4,656+26.5% | $6,401-8.0% |
| Admin fee / account holder | $1,182 | $10,925-89.2% | $7,493-84.2% | $11,429-89.7% |