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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 | $93,115 | $100,805-7.6% | $86,698+7.4% | $134,532-30.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.38% | 29.09%-42.5pp | 35.95%-49.3pp | 418.27%-431.6pp |
| Employer contribution / active EE | $2,831 | $3,490-18.9% | $2,837-0.2% | $4,741-40.3% |
| Participant deferral / active EE | $8,763 | $5,339+64.1% | $4,656+88.2% | $6,401+36.9% |
| Admin fee / account holder | $18,451 | $10,925+68.9% | $7,493+146.3% | $11,429+61.4% |