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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 | $101,838 | $105,867-3.8% | $90,760+12.2% | $134,532-24.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.63% | -10.99%-5.6pp | -12.16%-4.5pp | 418.27%-434.9pp |
| Employer contribution / active EE | $1,442 | $3,464-58.4% | $2,922-50.6% | $4,741-69.6% |
| Participant deferral / active EE | $6,190 | $5,217+18.6% | $4,565+35.6% | $6,401-3.3% |
| Admin fee / account holder | $3,160 | $13,936-77.3% | $8,444-62.6% | $11,429-72.3% |