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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 | $90,276 | $82,314+9.7% | $68,808+31.2% | $134,532-32.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.03% | -2.18%-16.8pp | -6.37%-12.7pp | 418.27%-437.3pp |
| Employer contribution / active EE | $9,450 | $3,301+186.2% | $2,656+255.8% | $4,741+99.3% |
| Participant deferral / active EE | $6,957 | $4,740+46.8% | $3,942+76.5% | $6,401+8.7% |
| Admin fee / account holder | $2,049 | $6,484-68.4% | $4,936-58.5% | $11,429-82.1% |