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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 | $103,078 | $105,866-2.6% | $90,766+13.6% | $134,545-23.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.15% | -10.99%-5.2pp | -12.16%-4.0pp | 418.37%-434.5pp |
| Employer contribution / active EE | $4,779 | $3,464+38.0% | $2,922+63.6% | $4,742+0.8% |
| Participant deferral / active EE | $2,107 | $5,217-59.6% | $4,565-53.9% | $6,401-67.1% |
| Admin fee / account holder | $4,217 | $13,938-69.7% | $8,446-50.1% | $11,431-63.1% |