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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 | $96,450 | $82,314+17.2% | $68,808+40.2% | $134,532-28.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.71% | -2.18%-14.5pp | -6.37%-10.3pp | 418.27%-435.0pp |
| Employer contribution / active EE | $3,683 | $3,301+11.6% | $2,656+38.7% | $4,741-22.3% |
| Participant deferral / active EE | $8,586 | $4,740+81.2% | $3,942+117.8% | $6,401+34.1% |
| Admin fee / account holder | $5,708 | $6,484-12.0% | $4,936+15.6% | $11,429-50.1% |