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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 | $104,139 | $117,623-11.5% | $71,702+45.2% | $134,509-22.6% |
| Participation rate | 100.0% | 68.9%+31.1pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -10.93% | 25.44%-36.4pp | 9.14%-20.1pp | 418.13%-429.1pp |
| Employer contribution / active EE | $16,385 | $2,525+549.0% | $1,704+861.5% | $4,741+245.6% |
| Participant deferral / active EE | $10,757 | $3,759+186.1% | $2,658+304.7% | $6,400+68.1% |
| Admin fee / account holder | $7,450 | $6,379+16.8% | $3,974+87.5% | $11,427-34.8% |