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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 | $132,556 | $95,917+38.2% | $79,583+66.6% | $134,545-1.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.38% | -2.70%-16.7pp | 0.16%-19.5pp | 418.37%-437.7pp |
| Employer contribution / active EE | $1,477 | $3,129-52.8% | $2,414-38.8% | $4,742-68.9% |
| Participant deferral / active EE | $5,082 | $4,694+8.3% | $3,986+27.5% | $6,401-20.6% |
| Admin fee / account holder | $863 | $9,132-90.6% | $6,835-87.4% | $11,431-92.5% |