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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 | $127,669 | $105,861+20.6% | $90,756+40.7% | $134,509-5.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.19% | -10.99%-5.2pp | -12.16%-4.0pp | 418.13%-434.3pp |
| Employer contribution / active EE | $5,894 | $3,463+70.2% | $2,922+101.7% | $4,741+24.3% |
| Participant deferral / active EE | $10,854 | $5,217+108.1% | $4,565+137.8% | $6,400+69.6% |
| Admin fee / account holder | $884 | $13,938-93.7% | $8,445-89.5% | $11,427-92.3% |