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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 | $96,524 | $175,646-45.0% | $129,118-25.2% | $134,545-28.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -15.15% | -11.39%-3.8pp | -10.94%-4.2pp | 418.37%-433.5pp |
| Employer contribution / active EE | $5,000 | $6,355-21.3% | $5,051-1.0% | $4,742+5.5% |
| Participant deferral / active EE | $0 | $7,970-100.0% | $6,539-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,565 | $23,578-93.4% | $14,305-89.1% | $11,431-86.3% |