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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 | $125,561 | $129,959-3.4% | $104,301+20.4% | $134,532-6.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.54% | 42.04%-55.6pp | 24.61%-38.2pp | 418.27%-431.8pp |
| Employer contribution / active EE | $1,720 | $4,185-58.9% | $3,373-49.0% | $4,741-63.7% |
| Participant deferral / active EE | $4,103 | $5,589-26.6% | $4,626-11.3% | $6,401-35.9% |
| Admin fee / account holder | $5,440 | $9,325-41.7% | $7,340-25.9% | $11,429-52.4% |