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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 | $120,964 | $133,998-9.7% | $112,263+7.8% | $134,545-10.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.00% | 47.17%-62.2pp | 27.49%-42.5pp | 418.37%-433.4pp |
| Employer contribution / active EE | $5,551 | $4,040+37.4% | $3,636+52.7% | $4,742+17.1% |
| Participant deferral / active EE | $6,472 | $5,292+22.3% | $4,729+36.8% | $6,401+1.1% |
| Admin fee / account holder | $1,367 | $7,493-81.8% | $6,410-78.7% | $11,431-88.0% |