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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 | $92,691 | $100,805-8.0% | $86,698+6.9% | $134,532-31.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.85% | 29.09%-45.9pp | 35.95%-52.8pp | 418.27%-435.1pp |
| Employer contribution / active EE | $7,178 | $3,490+105.7% | $2,837+153.0% | $4,741+51.4% |
| Participant deferral / active EE | $9,259 | $5,339+73.4% | $4,656+98.9% | $6,401+44.6% |
| Admin fee / account holder | $574 | $10,925-94.7% | $7,493-92.3% | $11,429-95.0% |