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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 | $119,746 | $100,772+18.8% | $86,690+38.1% | $134,493-11.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.01% | 29.06%-47.1pp | 35.93%-53.9pp | 418.01%-436.0pp |
| Employer contribution / active EE | $1,421 | $3,490-59.3% | $2,837-49.9% | $4,740-70.0% |
| Participant deferral / active EE | $3,718 | $5,338-30.4% | $4,656-20.2% | $6,400-41.9% |
| Admin fee / account holder | $994 | $10,920-90.9% | $7,490-86.7% | $11,425-91.3% |