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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 | $102,640 | $133,981-23.4% | $112,249-8.6% | $134,532-23.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.58% | 47.16%-63.7pp | 27.48%-44.1pp | 418.27%-434.8pp |
| Employer contribution / active EE | $2,986 | $4,040-26.1% | $3,636-17.9% | $4,741-37.0% |
| Participant deferral / active EE | $7,711 | $5,292+45.7% | $4,729+63.1% | $6,401+20.5% |
| Admin fee / account holder | $1,057 | $7,492-85.9% | $6,412-83.5% | $11,429-90.8% |