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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 | $92,769 | $100,805-8.0% | $86,698+7.0% | $134,532-31.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.11% | 29.09%-45.2pp | 35.95%-52.1pp | 418.27%-434.4pp |
| Employer contribution / active EE | $11,052 | $3,490+216.7% | $2,837+289.6% | $4,741+133.1% |
| Participant deferral / active EE | $6,235 | $5,339+16.8% | $4,656+33.9% | $6,401-2.6% |
| Admin fee / account holder | $14,794 | $10,925+35.4% | $7,493+97.5% | $11,429+29.5% |