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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 | $109,916 | $93,098+18.1% | $77,081+42.6% | $134,509-18.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.00% | 62.63%-78.6pp | 42.33%-58.3pp | 418.13%-434.1pp |
| Employer contribution / active EE | $2,375 | $3,419-30.5% | $2,813-15.6% | $4,741-49.9% |
| Participant deferral / active EE | $7,817 | $5,239+49.2% | $4,428+76.5% | $6,400+22.1% |
| Admin fee / account holder | $962 | $6,945-86.2% | $5,427-82.3% | $11,427-91.6% |