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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 | $91,731 | $100,792-9.0% | $86,691+5.8% | $134,509-31.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.39% | 29.08%-45.5pp | 35.94%-52.3pp | 418.13%-434.5pp |
| Employer contribution / active EE | $1,206 | $3,491-65.4% | $2,837-57.5% | $4,741-74.6% |
| Participant deferral / active EE | $2,735 | $5,339-48.8% | $4,656-41.3% | $6,400-57.3% |
| Admin fee / account holder | $3,514 | $10,924-67.8% | $7,492-53.1% | $11,427-69.2% |