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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 | $120,603 | $95,917+25.7% | $79,583+51.5% | $134,545-10.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.40% | -2.70%-14.7pp | 0.16%-17.6pp | 418.37%-435.8pp |
| Employer contribution / active EE | $1,819 | $3,129-41.9% | $2,414-24.6% | $4,742-61.6% |
| Participant deferral / active EE | $2,324 | $4,694-50.5% | $3,986-41.7% | $6,401-63.7% |
| Admin fee / account holder | $327 | $9,132-96.4% | $6,835-95.2% | $11,431-97.1% |