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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 | $103,455 | $100,811+2.6% | $86,698+19.3% | $134,545-23.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.51% | 29.11%-42.6pp | 35.96%-49.5pp | 418.37%-431.9pp |
| Employer contribution / active EE | $1,649 | $3,490-52.7% | $2,837-41.9% | $4,742-65.2% |
| Participant deferral / active EE | $4,694 | $5,339-12.1% | $4,656+0.8% | $6,401-26.7% |
| Admin fee / account holder | $1,581 | $10,926-85.5% | $7,492-78.9% | $11,431-86.2% |