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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 | $103,456 | $105,866-2.3% | $90,766+14.0% | $134,545-23.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.59% | -10.99%-3.6pp | -12.16%-2.4pp | 418.37%-433.0pp |
| Employer contribution / active EE | $4,070 | $3,464+17.5% | $2,922+39.3% | $4,742-14.2% |
| Participant deferral / active EE | $13,607 | $5,217+160.8% | $4,565+198.1% | $6,401+112.6% |
| Admin fee / account holder | $20,854 | $13,938+49.6% | $8,446+146.9% | $11,431+82.4% |