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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 | $110,897 | $95,915+15.6% | $79,580+39.4% | $134,532-17.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.25% | -2.71%-10.5pp | 0.15%-13.4pp | 418.27%-431.5pp |
| Employer contribution / active EE | $3,602 | $3,129+15.1% | $2,413+49.2% | $4,741-24.0% |
| Participant deferral / active EE | $4,680 | $4,693-0.3% | $3,985+17.4% | $6,401-26.9% |
| Admin fee / account holder | $6,358 | $9,132-30.4% | $6,835-7.0% | $11,429-44.4% |