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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 | $88,980 | $100,811-11.7% | $86,698+2.6% | $134,545-33.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.28% | 29.11%-44.4pp | 35.96%-51.2pp | 418.37%-433.7pp |
| Employer contribution / active EE | $7,387 | $3,490+111.6% | $2,837+160.4% | $4,742+55.8% |
| Participant deferral / active EE | $6,931 | $5,339+29.8% | $4,656+48.9% | $6,401+8.3% |
| Admin fee / account holder | $382 | $10,926-96.5% | $7,492-94.9% | $11,431-96.7% |