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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 | $118,541 | $90,467+31.0% | $93,759+26.4% | $134,532-11.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -17.31% | -15.72%-1.6pp | -11.33%-6.0pp | 418.27%-435.6pp |
| Employer contribution / active EE | $4,656 | $4,345+7.2% | $4,324+7.7% | $4,741-1.8% |
| Participant deferral / active EE | $5,935 | $5,980-0.8% | $6,096-2.6% | $6,401-7.3% |
| Admin fee / account holder | $1,644 | $9,258-82.2% | $7,197-77.2% | $11,429-85.6% |