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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 | $134,186 | $134,001+0.1% | $112,258+19.5% | $134,509-0.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.06% | 47.15%-65.2pp | 27.47%-45.5pp | 418.13%-436.2pp |
| Employer contribution / active EE | $2,326 | $4,039-42.4% | $3,636-36.0% | $4,741-50.9% |
| Participant deferral / active EE | $9,914 | $5,291+87.4% | $4,728+109.7% | $6,400+54.9% |
| Admin fee / account holder | $1,354 | $7,491-81.9% | $6,411-78.9% | $11,427-88.1% |