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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 | $87,840 | $100,805-12.9% | $86,698+1.3% | $134,532-34.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.48% | 29.09%-41.6pp | 35.95%-48.4pp | 418.27%-430.7pp |
| Employer contribution / active EE | $2,697 | $3,490-22.7% | $2,837-4.9% | $4,741-43.1% |
| Participant deferral / active EE | $7,117 | $5,339+33.3% | $4,656+52.9% | $6,401+11.2% |
| Admin fee / account holder | $2,027 | $10,925-81.4% | $7,493-72.9% | $11,429-82.3% |