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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 | $111,483 | $82,288+35.5% | $68,794+62.1% | $134,509-17.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.46% | -2.19%-14.3pp | -6.37%-10.1pp | 418.13%-434.6pp |
| Employer contribution / active EE | $7,337 | $3,301+122.3% | $2,656+176.3% | $4,741+54.8% |
| Participant deferral / active EE | $12,185 | $4,738+157.2% | $3,941+209.2% | $6,400+90.4% |
| Admin fee / account holder | $936 | $6,482-85.6% | $4,934-81.0% | $11,427-91.8% |