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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 | $115,244 | $100,792+14.3% | $86,691+32.9% | $134,509-14.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.89% | 29.08%-44.0pp | 35.94%-50.8pp | 418.13%-433.0pp |
| Employer contribution / active EE | $4,808 | $3,491+37.8% | $2,837+69.5% | $4,741+1.4% |
| Participant deferral / active EE | $7,258 | $5,339+35.9% | $4,656+55.9% | $6,400+13.4% |
| Admin fee / account holder | $1,309 | $10,924-88.0% | $7,492-82.5% | $11,427-88.5% |