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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 | $97,395 | $95,917+1.5% | $79,583+22.4% | $134,545-27.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -11.46% | -2.70%-8.8pp | 0.16%-11.6pp | 418.37%-429.8pp |
| Employer contribution / active EE | $1,841 | $3,129-41.2% | $2,414-23.7% | $4,742-61.2% |
| Participant deferral / active EE | $10,304 | $4,694+119.5% | $3,986+158.5% | $6,401+61.0% |
| Admin fee / account holder | $1,146 | $9,132-87.5% | $6,835-83.2% | $11,431-90.0% |