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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 | $90,873 | $100,792-9.8% | $86,691+4.8% | $134,509-32.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.91% | 29.08%-46.0pp | 35.94%-52.9pp | 418.13%-435.0pp |
| Employer contribution / active EE | $9,996 | $3,491+186.4% | $2,837+252.4% | $4,741+110.9% |
| Participant deferral / active EE | $9,471 | $5,339+77.4% | $4,656+103.4% | $6,400+48.0% |
| Admin fee / account holder | $3,472 | $10,924-68.2% | $7,492-53.7% | $11,427-69.6% |