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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 | $104,727 | $100,805+3.9% | $86,698+20.8% | $134,532-22.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -11.02% | 29.09%-40.1pp | 35.95%-47.0pp | 418.27%-429.3pp |
| Employer contribution / active EE | $1,808 | $3,490-48.2% | $2,837-36.3% | $4,741-61.9% |
| Participant deferral / active EE | $3,916 | $5,339-26.7% | $4,656-15.9% | $6,401-38.8% |
| Admin fee / account holder | $98,894 | $10,925+805.2% | $7,493+1219.9% | $11,429+765.3% |