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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 | $96,850 | $100,811-3.9% | $86,698+11.7% | $134,545-28.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.71% | 29.11%-46.8pp | 35.96%-53.7pp | 418.37%-436.1pp |
| Employer contribution / active EE | $5,884 | $3,490+68.6% | $2,837+107.4% | $4,742+24.1% |
| Participant deferral / active EE | $8,409 | $5,339+57.5% | $4,656+80.6% | $6,401+31.4% |
| Admin fee / account holder | $5,551 | $10,926-49.2% | $7,492-25.9% | $11,431-51.4% |