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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 | $134,345 | $133,998+0.3% | $112,263+19.7% | $134,545-0.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.22% | 47.17%-60.4pp | 27.49%-40.7pp | 418.37%-431.6pp |
| Employer contribution / active EE | $3,304 | $4,040-18.2% | $3,636-9.1% | $4,742-30.3% |
| Participant deferral / active EE | $26,602 | $5,292+402.6% | $4,729+462.5% | $6,401+315.6% |
| Admin fee / account holder | $106,270 | $7,493+1318.3% | $6,410+1557.8% | $11,431+829.7% |