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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 | $87,561 | $95,915-8.7% | $79,580+10.0% | $134,532-34.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.79% | -2.71%-12.1pp | 0.15%-14.9pp | 418.27%-433.1pp |
| Employer contribution / active EE | $6,744 | $3,129+115.5% | $2,413+179.4% | $4,741+42.2% |
| Participant deferral / active EE | $5,051 | $4,693+7.6% | $3,985+26.7% | $6,401-21.1% |
| Admin fee / account holder | $9,075 | $9,132-0.6% | $6,835+32.8% | $11,429-20.6% |