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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 | $96,706 | $105,866-8.7% | $90,766+6.5% | $134,545-28.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.38% | -10.99%-5.4pp | -12.16%-4.2pp | 418.37%-434.8pp |
| Employer contribution / active EE | $2,518 | $3,464-27.3% | $2,922-13.8% | $4,742-46.9% |
| Participant deferral / active EE | $7,142 | $5,217+36.9% | $4,565+56.4% | $6,401+11.6% |
| Admin fee / account holder | $3,186 | $13,938-77.1% | $8,446-62.3% | $11,431-72.1% |