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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 | $88,411 | $100,805-12.3% | $86,698+2.0% | $134,532-34.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.89% | 29.09%-48.0pp | 35.95%-54.8pp | 418.27%-437.2pp |
| Employer contribution / active EE | $5,159 | $3,490+47.8% | $2,837+81.9% | $4,741+8.8% |
| Participant deferral / active EE | $7,893 | $5,339+47.8% | $4,656+69.5% | $6,401+23.3% |
| Admin fee / account holder | $4,376 | $10,925-59.9% | $7,493-41.6% | $11,429-61.7% |