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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 | $108,181 | $95,895+12.8% | $79,576+35.9% | $134,509-19.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.91% | -2.72%-12.2pp | 0.15%-15.1pp | 418.13%-433.0pp |
| Employer contribution / active EE | $4,897 | $3,128+56.5% | $2,413+102.9% | $4,741+3.3% |
| Participant deferral / active EE | $2,083 | $4,693-55.6% | $3,985-47.7% | $6,400-67.5% |
| Admin fee / account holder | $326 | $9,129-96.4% | $6,834-95.2% | $11,427-97.1% |