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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 | $86,346 | $133,998-35.6% | $112,263-23.1% | $134,545-35.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.48% | 47.17%-63.7pp | 27.49%-44.0pp | 418.37%-434.9pp |
| Employer contribution / active EE | $3,139 | $4,040-22.3% | $3,636-13.7% | $4,742-33.8% |
| Participant deferral / active EE | $11,711 | $5,292+121.3% | $4,729+147.6% | $6,401+82.9% |
| Admin fee / account holder | $11,366 | $7,493+51.7% | $6,410+77.3% | $11,431-0.6% |