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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 | $101,924 | $117,623-13.3% | $71,702+42.2% | $134,509-24.2% |
| Participation rate | 100.0% | 68.9%+31.1pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -17.58% | 25.44%-43.0pp | 9.14%-26.7pp | 418.13%-435.7pp |
| Employer contribution / active EE | $3,078 | $2,525+21.9% | $1,704+80.6% | $4,741-35.1% |
| Participant deferral / active EE | $3,862 | $3,759+2.7% | $2,658+45.3% | $6,400-39.7% |
| Admin fee / account holder | $2,454 | $6,379-61.5% | $3,974-38.2% | $11,427-78.5% |