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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 | $129,285 | $100,811+28.2% | $86,698+49.1% | $134,545-3.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -3.09% | 29.11%-32.2pp | 35.96%-39.0pp | 418.37%-421.5pp |
| Employer contribution / active EE | $2,790 | $3,490-20.1% | $2,837-1.6% | $4,742-41.2% |
| Participant deferral / active EE | $7,178 | $5,339+34.4% | $4,656+54.1% | $6,401+12.1% |
| Admin fee / account holder | $26,370 | $10,926+141.3% | $7,492+252.0% | $11,431+130.7% |