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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 | $108,389 | $95,915+13.0% | $79,580+36.2% | $134,532-19.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -12.98% | -2.71%-10.3pp | 0.15%-13.1pp | 418.27%-431.2pp |
| Employer contribution / active EE | $1,639 | $3,129-47.6% | $2,413-32.1% | $4,741-65.4% |
| Participant deferral / active EE | $2,586 | $4,693-44.9% | $3,985-35.1% | $6,401-59.6% |
| Admin fee / account holder | $5,011 | $9,132-45.1% | $6,835-26.7% | $11,429-56.2% |