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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 | $81,947 | $95,915-14.6% | $79,580+3.0% | $134,532-39.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.95% | -2.71%-15.2pp | 0.15%-18.1pp | 418.27%-436.2pp |
| Employer contribution / active EE | $3,457 | $3,129+10.5% | $2,413+43.2% | $4,741-27.1% |
| Participant deferral / active EE | $10,800 | $4,693+130.1% | $3,985+171.0% | $6,401+68.7% |
| Admin fee / account holder | $1,311 | $9,132-85.6% | $6,835-80.8% | $11,429-88.5% |