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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 | $137,977 | $133,998+3.0% | $112,263+22.9% | $134,545+2.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.78% | 47.17%-66.0pp | 27.49%-46.3pp | 418.37%-437.2pp |
| Employer contribution / active EE | $1,767 | $4,040-56.3% | $3,636-51.4% | $4,742-62.7% |
| Participant deferral / active EE | $10,380 | $5,292+96.1% | $4,729+119.5% | $6,401+62.2% |
| Admin fee / account holder | $401 | $7,493-94.7% | $6,410-93.8% | $11,431-96.5% |