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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 | $92,393 | $100,811-8.4% | $86,698+6.6% | $134,545-31.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.06% | 29.11%-48.2pp | 35.96%-55.0pp | 418.37%-437.4pp |
| Employer contribution / active EE | $1,954 | $3,490-44.0% | $2,837-31.1% | $4,742-58.8% |
| Participant deferral / active EE | $8,515 | $5,339+59.5% | $4,656+82.9% | $6,401+33.0% |
| Admin fee / account holder | $3,006 | $10,926-72.5% | $7,492-59.9% | $11,431-73.7% |