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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 | $214,121 | $142,409+50.4% | $119,634+79.0% | $134,545+59.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.32% | -12.46%-1.9pp | -14.98%+0.7pp | 418.37%-432.7pp |
| Employer contribution / active EE | $4,733 | $5,224-9.4% | $4,232+11.8% | $4,742-0.2% |
| Participant deferral / active EE | $10,840 | $6,468+67.6% | $5,601+93.5% | $6,401+69.3% |
| Admin fee / account holder | $1,314 | $13,594-90.3% | $10,329-87.3% | $11,431-88.5% |