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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 | $90,433 | $100,805-10.3% | $86,698+4.3% | $134,532-32.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.14% | 29.09%-45.2pp | 35.95%-52.1pp | 418.27%-434.4pp |
| Employer contribution / active EE | $5,762 | $3,490+65.1% | $2,837+103.1% | $4,741+21.5% |
| Participant deferral / active EE | $6,449 | $5,339+20.8% | $4,656+38.5% | $6,401+0.8% |
| Admin fee / account holder | $2,551 | $10,925-76.6% | $7,493-65.9% | $11,429-77.7% |