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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 | $81,070 | $95,915-15.5% | $79,580+1.9% | $134,532-39.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.84% | -2.71%-16.1pp | 0.15%-19.0pp | 418.27%-437.1pp |
| Employer contribution / active EE | $8,439 | $3,129+169.7% | $2,413+249.7% | $4,741+78.0% |
| Participant deferral / active EE | $6,178 | $4,693+31.6% | $3,985+55.0% | $6,401-3.5% |
| Admin fee / account holder | $2,779 | $9,132-69.6% | $6,835-59.3% | $11,429-75.7% |