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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 | $100,513 | $100,805-0.3% | $86,698+15.9% | $134,532-25.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.70% | 29.09%-46.8pp | 35.95%-53.6pp | 418.27%-436.0pp |
| Employer contribution / active EE | $1,891 | $3,490-45.8% | $2,837-33.4% | $4,741-60.1% |
| Participant deferral / active EE | $7,557 | $5,339+41.5% | $4,656+62.3% | $6,401+18.1% |
| Admin fee / account holder | $845 | $10,925-92.3% | $7,493-88.7% | $11,429-92.6% |