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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 | $145,502 | $133,998+8.6% | $112,263+29.6% | $134,545+8.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.55% | 47.17%-66.7pp | 27.49%-47.0pp | 418.37%-437.9pp |
| Employer contribution / active EE | $2,071 | $4,040-48.7% | $3,636-43.0% | $4,742-56.3% |
| Participant deferral / active EE | $4,756 | $5,292-10.1% | $4,729+0.6% | $6,401-25.7% |
| Admin fee / account holder | $3,890 | $7,493-48.1% | $6,410-39.3% | $11,431-66.0% |