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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 | $139,140 | $117,623+18.3% | $71,702+94.1% | $134,509+3.4% |
| Participation rate | 100.0% | 68.9%+31.1pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -15.37% | 25.44%-40.8pp | 9.14%-24.5pp | 418.13%-433.5pp |
| Employer contribution / active EE | $2,542 | $2,525+0.7% | $1,704+49.2% | $4,741-46.4% |
| Participant deferral / active EE | $9,103 | $3,759+142.1% | $2,658+242.5% | $6,400+42.2% |
| Admin fee / account holder | $4,032 | $6,379-36.8% | $3,974+1.5% | $11,427-64.7% |