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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 | $150,780 | $105,861+42.4% | $90,756+66.1% | $134,509+12.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.07% | -10.99%-6.1pp | -12.16%-4.9pp | 418.13%-435.2pp |
| Employer contribution / active EE | $7,334 | $3,463+111.8% | $2,922+151.0% | $4,741+54.7% |
| Participant deferral / active EE | $4,894 | $5,217-6.2% | $4,565+7.2% | $6,400-23.5% |
| Admin fee / account holder | $2,332 | $13,938-83.3% | $8,445-72.4% | $11,427-79.6% |