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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 | $93,145 | $95,917-2.9% | $79,583+17.0% | $134,545-30.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.18% | -2.70%-13.5pp | 0.16%-16.3pp | 418.37%-434.5pp |
| Employer contribution / active EE | $9,761 | $3,129+211.9% | $2,414+304.4% | $4,742+105.9% |
| Participant deferral / active EE | $10,540 | $4,694+124.5% | $3,986+164.4% | $6,401+64.6% |
| Admin fee / account holder | $367 | $9,132-96.0% | $6,835-94.6% | $11,431-96.8% |