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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 | $128,975 | $95,915+34.5% | $79,580+62.1% | $134,532-4.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -11.46% | -2.71%-8.7pp | 0.15%-11.6pp | 418.27%-429.7pp |
| Employer contribution / active EE | $3,039 | $3,129-2.9% | $2,413+25.9% | $4,741-35.9% |
| Participant deferral / active EE | $10,678 | $4,693+127.5% | $3,985+167.9% | $6,401+66.8% |
| Admin fee / account holder | $721 | $9,132-92.1% | $6,835-89.5% | $11,429-93.7% |