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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 | $98,788 | $93,098+6.1% | $77,081+28.2% | $134,509-26.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.12% | 62.63%-79.8pp | 42.33%-59.4pp | 418.13%-435.3pp |
| Employer contribution / active EE | $1,626 | $3,419-52.4% | $2,813-42.2% | $4,741-65.7% |
| Participant deferral / active EE | $4,338 | $5,239-17.2% | $4,428-2.0% | $6,400-32.2% |
| Admin fee / account holder | $5,101 | $6,945-26.6% | $5,427-6.0% | $11,427-55.4% |