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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 | $120,293 | $100,811+19.3% | $86,698+38.7% | $134,545-10.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.02% | 29.11%-48.1pp | 35.96%-55.0pp | 418.37%-437.4pp |
| Employer contribution / active EE | $1,868 | $3,490-46.5% | $2,837-34.2% | $4,742-60.6% |
| Participant deferral / active EE | $5,539 | $5,339+3.7% | $4,656+19.0% | $6,401-13.5% |
| Admin fee / account holder | $1,557 | $10,926-85.7% | $7,492-79.2% | $11,431-86.4% |