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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 | $97,698 | $100,811-3.1% | $86,698+12.7% | $134,545-27.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.07% | 29.11%-43.2pp | 35.96%-50.0pp | 418.37%-432.4pp |
| Employer contribution / active EE | $3,436 | $3,490-1.6% | $2,837+21.1% | $4,742-27.5% |
| Participant deferral / active EE | $7,486 | $5,339+40.2% | $4,656+60.8% | $6,401+16.9% |
| Admin fee / account holder | $4,545 | $10,926-58.4% | $7,492-39.3% | $11,431-60.2% |