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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 | $124,362 | $100,811+23.4% | $86,698+43.4% | $134,545-7.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.27% | 29.11%-45.4pp | 35.96%-52.2pp | 418.37%-434.6pp |
| Employer contribution / active EE | $3,846 | $3,490+10.2% | $2,837+35.6% | $4,742-18.9% |
| Participant deferral / active EE | $5,282 | $5,339-1.1% | $4,656+13.4% | $6,401-17.5% |
| Admin fee / account holder | $3,836 | $10,926-64.9% | $7,492-48.8% | $11,431-66.4% |