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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 | $146,232 | $105,866+38.1% | $90,766+61.1% | $134,545+8.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.34% | -10.99%-7.3pp | -12.16%-6.2pp | 418.37%-436.7pp |
| Employer contribution / active EE | $3,228 | $3,464-6.8% | $2,922+10.5% | $4,742-31.9% |
| Participant deferral / active EE | $5,591 | $5,217+7.2% | $4,565+22.5% | $6,401-12.7% |
| Admin fee / account holder | $1,404 | $13,938-89.9% | $8,446-83.4% | $11,431-87.7% |