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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 | $107,960 | $100,811+7.1% | $86,698+24.5% | $134,545-19.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.88% | 29.11%-47.0pp | 35.96%-53.8pp | 418.37%-436.3pp |
| Employer contribution / active EE | $7,585 | $3,490+117.3% | $2,837+167.4% | $4,742+60.0% |
| Participant deferral / active EE | $7,265 | $5,339+36.1% | $4,656+56.0% | $6,401+13.5% |
| Admin fee / account holder | $703 | $10,926-93.6% | $7,492-90.6% | $11,431-93.8% |