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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 | $97,679 | $100,805-3.1% | $86,698+12.7% | $134,532-27.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.39% | 29.09%-44.5pp | 35.95%-51.3pp | 418.27%-433.7pp |
| Employer contribution / active EE | $3,565 | $3,490+2.1% | $2,837+25.7% | $4,741-24.8% |
| Participant deferral / active EE | $12,078 | $5,339+126.2% | $4,656+159.4% | $6,401+88.7% |
| Admin fee / account holder | $7,858 | $10,925-28.1% | $7,493+4.9% | $11,429-31.2% |