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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 | $115,511 | $133,998-13.8% | $112,263+2.9% | $134,545-14.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.97% | 47.17%-64.1pp | 27.49%-44.5pp | 418.37%-435.3pp |
| Employer contribution / active EE | $1,036 | $4,040-74.4% | $3,636-71.5% | $4,742-78.2% |
| Participant deferral / active EE | $4,655 | $5,292-12.1% | $4,729-1.6% | $6,401-27.3% |
| Admin fee / account holder | $580 | $7,493-92.3% | $6,410-91.0% | $11,431-94.9% |