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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 | $99,009 | $82,678+19.8% | $125,391-21.0% | $68,490+44.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.94% | -5.97%-9.0pp | 572.41%-587.4pp | -7.85%-7.1pp |
| Employer contribution / active EE | $3,543 | $3,382+4.8% | $4,816-26.4% | $2,597+36.4% |
| Participant deferral / active EE | $6,993 | $6,111+14.4% | $7,448-6.1% | $4,028+73.6% |
| Admin fee / account holder | $9,305 | $6,277+48.2% | $10,009-7.0% | $5,403+72.2% |