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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 | $97,931 | $100,805-2.9% | $86,698+13.0% | $134,532-27.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.53% | 29.09%-47.6pp | 35.95%-54.5pp | 418.27%-436.8pp |
| Employer contribution / active EE | $4,339 | $3,490+24.3% | $2,837+52.9% | $4,741-8.5% |
| Participant deferral / active EE | $3,235 | $5,339-39.4% | $4,656-30.5% | $6,401-49.5% |
| Admin fee / account holder | $9,999 | $10,925-8.5% | $7,493+33.5% | $11,429-12.5% |