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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 | $107,437 | $82,314+30.5% | $68,808+56.1% | $134,532-20.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.09% | -2.18%-12.9pp | -6.37%-8.7pp | 418.27%-433.4pp |
| Employer contribution / active EE | $3,110 | $3,301-5.8% | $2,656+17.1% | $4,741-34.4% |
| Participant deferral / active EE | $5,584 | $4,740+17.8% | $3,942+41.7% | $6,401-12.8% |
| Admin fee / account holder | $617 | $6,484-90.5% | $4,936-87.5% | $11,429-94.6% |