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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 | $94,804 | $100,805-6.0% | $86,698+9.3% | $134,532-29.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.60% | 29.09%-47.7pp | 35.95%-54.5pp | 418.27%-436.9pp |
| Employer contribution / active EE | $948 | $3,490-72.8% | $2,837-66.6% | $4,741-80.0% |
| Participant deferral / active EE | $14,400 | $5,339+169.7% | $4,656+209.3% | $6,401+125.0% |
| Admin fee / account holder | $540 | $10,925-95.1% | $7,493-92.8% | $11,429-95.3% |